Portia
Ryan-Gerton
Transformation Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Portia Ryan-Gerton is a financial advisor operating in Atlanta, Georgia with 3 years of industry experience. Ryan-Gerton is an advisor for Transformation Wealth Management, LLC. Over the course of their career, Ryan-Gerton has held roles at Edward Jones, Bowling Green State University, Mml Investors Services, LLC, Transformation Wealth Management, LLC, Portia Ryan-Gerton, Sole Proprietor, Groundforce Integrated Resources, Inc, Eye Design Interiors, LLC, Behaven Wellness Resources, Inc, Ameritas Investment Company, LLC and Blue Clover Financial LLC. Ryan-Gerton holds Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in Georgia. Transformation Wealth Management, LLC is an advisory company with a branch in Atlanta, Georgia.
Certifications and Registrations
Years Registered*
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.
Portia Ryan-Gerton Work History
Portia has been registered as a financial advisor for 3 years.*
Groundforce Integrated Resources, Inc
Eye Design Interiors, LLC
Transformation Wealth Management, LLC
Portia Ryan-Gerton, Sole Proprietor
Behaven Wellness Resources, Inc
Ameritas Investment Company, LLC
Blue Clover Financial LLC
Mml Investors Services, LLC
Edward Jones
Bowling Green State University
*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 Portia Ryan-Gerton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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.
