Rodney
Gray
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Rodney Gray is a financial advisor based in Lake Mary, Florida with 1 year of relevant experience. Gray currently works for Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Organon Mrketing Solutions, LLC, College Planning Certification, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Self, Ordained Minister, Landmark Lodge No 383 Free And Accepted Masons and Notary Public. Gray maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Florida. Transamerica Financial Advisors, Inc is a registered investment business based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in assets under management among its 59,659 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a broad set 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 management usually vary depending on the financial services offered. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$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
Rodney Gray Work History
Rodney has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Landmark Lodge No 383 Free And Accepted Masons
Notary Public
World Financial Group, Inc
Ordained Minister
Organon Mrketing Solutions, LLC
College Planning Certification
Self
*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 Rodney Gray 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
Orem, UT
Downers Grove, IL
Colorado Springs, CO
Braintree, MA
Milpitas, CA
San Jose, CA
Irvine, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
