Valerie
Gomes
Transamerica Financial Advisors, Inc
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About this Advisor
Valerie Gomes is a financial advisor operating in Fort Myers, Florida with 1 year of industry experience. Gomes currently works for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Phibro Trading LLC and Tampa Bay Research Institute - Science Alliance Volunteer Commit. Gomes has a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Florida. Transamerica Financial Advisors, Inc is an 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 under management between its 59,659 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc offers a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees depend on which services the firm provides the client. Fee types billed 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
$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
Valerie Gomes Work History
Valerie has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Tampa Bay Research Institute - Science Alliance Volunteer Commit
World Financial Group, Inc
Phibro Trading 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 Valerie Gomes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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