Cameron
Berry

Transamerica Financial Advisors, Inc

CRD#6875555
Investment Advisor
in Englewood, CO

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About this Advisor

Cameron Berry is an investment advisor in Englewood, Colorado. Currently an advisor with Transamerica Financial Advisors, Inc, they have accrued 10 years of experience in the financial advisory industry. Berry holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Berry is able to work with customers based out of Colorado and Texas. 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 and Instacart. Transamerica Financial Advisors, Inc is headquartered in Englewood, Colorado, and operates out of 320 additional locations throughout the country. As a registered investment advisory firm, Transamerica Financial Advisors, Inc manages $1 billion in assets covering 54,800 client accounts and employs more than 1,266 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 840 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Transamerica Financial Advisors, Inc can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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, Commissions

Disclosures

No

Office Location

5350 S. Roslyn Street Suite 240-A
Englewood, CO 80111

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,297,641,409

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

1,266

CO Average: 62
Total Number of Accounts

54,800

CO Average: 2,474
Average Account Size

$23,680

CO Average: $750,025

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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 10 years of experience.

2020 - Present (1 year)

Instacart

2018 - Present (3 years)

Lyft

2017 - Present (4 years)

Transamerica Financial Advisors, Inc

2016 - Present (5 years)

World Financial Group, Inc

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

Disclosures

Cameron Berry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Liping Cytrynowicz
Houston, TX
Yan Chen
Warren, NJ
Danny Cortez
Honolulu, HI
Diego Conejo
Los Angeles, CA
Jose Ortiz
Orange, CA
Litonya Allen
Portland, OR
Bao Pham
Laguna Hills, CA
Gerard Hook
Reading, PA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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