Elena
De Molina

Transamerica Financial Advisors, Inc

CRD#5696176
Investment Advisor
in Gunnison, CO

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About this Advisor

Elena De Molina is a financial advisor based in Gunnison, Colorado, working with Transamerica Financial Advisors, Inc. Elena has previously held positions at World Financial Group, Freelance Media Buyer, Legal Helpers Debt Resolution LLC, Transamerica Financial Advisors, Inc, Debtmerica, Liberty Healthshare, Lyft, Inc, Berwick Insurance, Local Insurance Advisors, and Impact Health Sharing. Elena has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, and New Mexico. Currently, Elena is part of Transamerica Financial Advisors, Inc, which operates out of Gunnison, 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 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

100 E. Gothic Ave
Gunnison, CO 81230

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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

Elena De Molina Work History

2023 - Present (1 year)

Impact Health Sharing

2020 - Present (4 years)

Local Insurance Advisors

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2010 - Present (14 years)

Freelance Media Buyer

2009 - Present (15 years)

World Financial Group

2019 - 2020 (1 year)

Berwick Insurance

2016 - 2020 (4 years)

Liberty Healthshare

2016 - 2018 (2 years)

Lyft, Inc

2014 - 2023 (9 years)

Debtmerica

2011 - 2016 (5 years)

Legal Helpers Debt Resolution LLC

Disclosures

Please visit the SEC profile of Elena De Molina 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

Gregory Clingerman
Dayton, OH
Jennifer Lewis
Cincinnati, OH
Steven Smith
Portland, OR
Junwei Liu
West Covina, CA
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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