John
Withers

Transamerica Financial Advisors, Inc

CRD#7496018
Investment Advisor
in Alpharetta, GA

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About this Advisor

John Withers is a financial advisor based in Alpharetta, Georgia, working with Transamerica Financial Advisors, Inc. John has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, and Awareness Concepts, Inc. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, John is part of Transamerica Financial Advisors, Inc, which operates out of Alpharetta, Georgia. 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 selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

3030 Royal Blvd. S Suite 200
Alpharetta, GA 30022

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

GA Average: 62
Total Number of Accounts

45,001

GA Average: 2,474
Average Account Size

$35,987

GA Average: $750,025

Investment Advisory Services

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

John Withers Work History

2022 - Present (2 years)

Transamerica Financial Advisors, Inc

2018 - Present (6 years)

World Financial Group, Inc

2005 - 2019 (14 years)

Awareness Concepts, Inc

Disclosures

Please visit the SEC profile of John Withers 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

Rola Zarife
Bridgeport, MI
Jian Qi
Great Neck, NY
Brandon Moore
Denver, CO
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Jordan Hatanaka
South Jordan, UT
Gregory Clingerman
Dayton, OH
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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