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 working in Englewood, Colorado with 3 years of relevant experience. Berry works at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, G2 Security, Home Depot, Big Al'S Security Team, United States Air Force, Lyft, Instacart and Net Law. Berry maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, North Carolina and Texas. Transamerica Financial Advisors, Inc is a registered investment firm operating out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 employees. It has $2 billion in assets between its 59,659 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on the type of financial services offered. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

5350 S. Roslyn Street
Englewood, CO 80111

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

CO Average: 62
Total Number of Accounts

59,659

CO Average: 2,474
Average Account Size

$30,430

CO Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Cameron Berry Work History

Cameron has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Net Law

2017 - Present (7 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

World Financial Group, Inc

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Karen Ahn
Draper, UT
Julie Sun
Bellevue, WA
Michael Burns
Braintree, MA
Qi Dong
Plano, TX
Tarl Reynoso
Orem, UT
Shih-Sheng Li
Milpitas, CA
David Winn
Bridgeport, MI
Edward Peterson
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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