Bacilia
Gomez

Transamerica Retirement Advisors, LLC

CRD#3153404
Investment Advisor
in Gurnee, IL

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About this Advisor

Bacilia Gomez is a financial advisor working in Gurnee, Illinois who has 1 year of relevant experience. Gomez is currently employed by Transamerica Retirement Advisors, LLC. Their career trajectory has included roles at Transamerica Investors Securities Corporation, John Hancock, Transamerica Retirement Solutions, Target, Capfinancial Securities LLC, Smart/Bg Staffing, Follet, Unemployed, Travel, School - Northern Il Univeristy, Unemployed, Extended Travel, Captrust Financial Advisors and Transamerica Life Insurance Company. Gomez holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Transamerica Retirement Advisors, LLC is a firm headquartered in Saint Paul, MN. The company has offices in 20 locations and a total of 311 advisors. It handles $10 billion in assets under management among its 147,144 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Transamerica Retirement Advisors, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fees are based on the type of services offered. However, fees charged by Transamerica Retirement Advisors, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Gurnee, IL

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

IL Average: $5,289,111,388
Total Number of Employees

311

IL Average: 157
Total Number of Accounts

147,144

IL Average: 8,262
Average Account Size

$70,371

IL Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Bacilia Gomez Work History

Bacilia has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Transamerica Investors Securities Corporation

2022 - Present (2 years)

Transamerica Life Insurance Company

2022 - 2022 (< 1 year)

Unemployed, Travel

2018 - 2022 (4 years)

Capfinancial Securities LLC

2018 - 2022 (4 years)

Captrust Financial Advisors

2017 - 2017 (< 1 year)

Smart/Bg Staffing

2017 - 2017 (< 1 year)

Unemployed, Extended Travel

2015 - 2016 (1 year)

Transamerica Investors Securities Corporation

2015 - 2016 (1 year)

Transamerica Retirement Solutions

2015 - 2016 (1 year)

Target

2015 - 2016 (1 year)

Follet

2014 - 2015 (1 year)

Unemployed, Extended Travel

2013 - 2014 (1 year)

School - Northern Il Univeristy

2012 - 2013 (1 year)

John Hancock

*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 Bacilia Gomez 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 Retirement Advisors, LLC

Vincent Sullivan
Riverside, RI
Joseph Viggiani
Mt. Kisco, NY
Victoria Harrison
Saint Petersburg, FL
Hali Terry
Granbury, TX
Sheila Gindhart
Mukwonago, WI
Lynn Parrott
Denver, CO
Elisabeth Henderson
Saint Petersburg, FL
Edward Marrone
Manitou Springs, CO

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.

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