Gregory
Sheets
Transamerica Financial Advisors, Inc
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About this Advisor
Gregory Sheets is a financial advisor based in Las Vegas, Nevada, working with Transamerica Financial Advisors, Inc. Gregory has previously held positions at Wfgia, Hospitalty Consulting, Transamerica Financial Advisors, Inc, Personal Rental Property, Netlaw Group, Champion Health, Inc, Senior Life Insurance Company, and Wealthwave. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada, New Jersey, North Carolina, and Texas. Currently, Gregory is part of Transamerica Financial Advisors, Inc, which operates out of Las Vegas, Nevada. 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Sheets Work History
Champion Health, Inc
Senior Life Insurance Company
Netlaw Group
Wealthwave
Transamerica Financial Advisors, Inc
Wfgia
Hospitalty Consulting
Personal Rental Property
Disclosures
Please visit the SEC profile of Gregory Sheets 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
Houston, TX
Fishers, IN
New York, NY
Cedar Rapids, IA
Port Jefferson Station, NY
Tampa, FL
Falls Church, VA
Ontario, CA
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