Rodney
Gray

Transamerica Financial Advisors, Inc

CRD#7566457
Investment Advisor
in Lake Mary, FL

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About this Advisor

Rodney Gray is a financial advisor based in Lake Mary, Florida, working with Transamerica Financial Advisors, Inc. Rodney has previously held positions at Organon Marketing Solutions, LLC, College Planning Certification, Transamerica Financial Advisors, Inc, Wfgia, Self, Ordained Minister, Landmark Lodge No 383 Free And Accepted Masons, Notary Public, and Zangi Grotto. Rodney has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Rodney is part of Transamerica Financial Advisors, Inc, which operates out of Lake Mary, Florida. 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 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

801 International Parkway Suite 500-Cl
Lake Mary, FL 32746

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

FL Average: 62
Total Number of Accounts

45,001

FL Average: 2,474
Average Account Size

$35,987

FL Average: $750,025

Investment Advisory Services

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

Rodney Gray Work History

2022 - Present (2 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

Notary Public

2021 - Present (3 years)

Zangi Grotto

2015 - Present (9 years)

Wfgia

2002 - Present (22 years)

Ordained Minister

2022 - 2023 (1 year)

Landmark Lodge No 383 Free And Accepted Masons

2020 - 2021 (1 year)

Organon Mrketing Solutions, LLC

2015 - 2017 (2 years)

College Planning Certification

2012 - 2022 (10 years)

Self

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

Jennifer Lewis
Cincinnati, OH
Pamela Rodriguez Reiffert
San Antonio, TX
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Jeremiah Schalk
Cincinnati, OH
Steven Smith
Portland, OR
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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