William
Shorack

Transamerica Financial Advisors, Inc

CRD#4141207
Investment Advisor
in Fort Myers, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Shorack is a financial advisor operating in Fort Myers, Florida with a total of 10 years of relevant experience. Shorack is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Gold Star Financial, Transamerica Financial Advisor, Debtmerica, World Financial Group, Inc, Miami Success Group LLC, Next Generation Leadership Development Inc, Tjc Mortgage Inc, The Federal Savings Bank, Luna Life Design And Development Inc, 360 Leadership Development Inc, Novus Home Mortgage, Monarch Mortgage and Loan Smarter. Shorack holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Florida. Transamerica Financial Advisors, Inc is a financial advisory business based in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It controls $2 billion in total assets between its 59,659 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc provides a wide 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 charged by financial advisors depend on the financial services provided. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

13131 University Drive
Fort Myers, FL 33907

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

Total Assets Under Management

$1,815,425,709

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

1,235

FL Average: 62
Total Number of Accounts

59,659

FL Average: 2,474
Average Account Size

$30,430

FL Average: $750,025

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

William Shorack Work History

William has been registered as a financial advisor for 10 years.*

2021 - Present (3 years)

Novus Home Mortgage

2020 - Present (4 years)

Luna Life Design And Development Inc

2013 - Present (11 years)

Transamerica Financial Advisor

2012 - Present (12 years)

World Financial Group, Inc

2020 - 2020 (< 1 year)

The Federal Savings Bank

2020 - 2021 (1 year)

Monarch Mortgage

2019 - 2019 (< 1 year)

Tjc Mortgage Inc

2019 - 2019 (< 1 year)

Loan Smarter

2018 - 2019 (1 year)

Next Generation Leadership Development Inc

2015 - 2019 (4 years)

Gold Star Financial

2015 - 2016 (1 year)

Miami Success Group LLC

2015 - 2016 (1 year)

360 Leadership Development Inc

2013 - 2023 (10 years)

Debtmerica

*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 William Shorack 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

Weihua Wu
Irvine, CA
Karen Ahn
Draper, UT
Michael Burns
Braintree, MA
Patrick Dailey
Rancho Santa Margarita, CA
Qi Dong
Plano, TX
Diego Conejo
Pasadena, CA
David Winn
Bridgeport, MI
Chad Tacia
San Antonio, 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started