Shawn
Green
Transamerica Financial Advisors, Inc
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About this Advisor
Shawn Green is a financial advisor based out of Denver, Colorado with a total of 2 years of relevant experience. Green works at Transamerica Financial Advisors, Inc. Green has gained experience at Home Solutions Realty, Inc, U.S. Department Of Energy, World Financial Group, Inc, Transamerica Financial Advisors, Inc and High Class Mortgage, LLC. Green holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Transamerica Financial Advisors, Inc is a financial advisory firm that has its headquarters in 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 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually depend on the type of financial services offered. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,815,425,709
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
59,659
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$30,430
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
Shawn Green Work History
Shawn has been registered as a financial advisor for 2 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
U.S. Department Of Energy
Home Solutions Realty, Inc
High Class Mortgage, LLC
*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 Shawn Green 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
Milpitas, CA
Cincinnati, OH
Draper, UT
Colorado Springs, CO
Pasadena, CA
San Jose, CA
San Antonio, TX
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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