Cameron
Berry

Transamerica Financial Advisors, Inc

CRD#6875555
Investment Advisor
in Englewood, CO

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About this Advisor

Cameron Berry is a financial advisor based in Englewood, Colorado, working with Transamerica Financial Advisors, Inc. Cameron has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, G2 Security, Home Depot, Big Al's Security Team, United States Air Force, Lyft, Instacart, and Net Law. Cameron has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado, North Carolina, and Texas. Currently, Cameron is part of Transamerica Financial Advisors, Inc, which operates out of Englewood, Colorado. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

9200 E. Mineral Avenue Penthouse Suite 400
Englewood, CO 80112

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CO Average: $1,855,561,029
Total Number of Employees

1,127

CO Average: 62
Total Number of Accounts

45,001

CO Average: 2,474
Average Account Size

$35,987

CO Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Cameron Berry Work History

2020 - Present (5 years)

Net Law

2017 - Present (8 years)

Transamerica Financial Advisors, Inc

2016 - Present (9 years)

Wfgia

2020 - 2023 (3 years)

Instacart

2018 - 2023 (5 years)

Lyft

2016 - 2016 (< 1 year)

G2 Security

2016 - 2016 (< 1 year)

Home Depot

2016 - 2016 (< 1 year)

Big Al'S Security Team

2010 - 2016 (6 years)

United States Air Force

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Cameron Berry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Derek Thompson
New York, NY
Yancey Mbolda
Houston, TX
Junwei Liu
West Covina, CA
Robin Corley
Falls Church, VA
Angel Vidal
Port Jefferson Station, NY
Donald Coombs
Concord, CA
Sergio Xula
Villa Park, IL
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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