Ashley
Whittaker
Transamerica Financial Advisors, Inc
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About this Advisor
Ashley Whittaker is a financial advisor who works in Portland, Oregon with a total of 1 year of relevant experience. Whittaker works at Transamerica Financial Advisors, Inc. Over the course of their career, Whittaker has held roles at World Financial Group, Inc, Transamerica Financial Advisors, Inc, Chenoweth Law Group, Beery Elsner Amp; Hammond, Lindsay Hart, Mckinley Irvin, Wise Ways To Wealth LLC, Dangerfield Talent, Rental Property and Wealthwave. Whittaker maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Oregon. Transamerica Financial Advisors, Inc is an advisory business based in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It controls $2 billion in assets across its 59,659 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. Transamerica Financial Advisors, Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely vary depending on the type of financial services provided. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Ashley Whittaker Work History
Ashley has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Wealthwave
World Financial Group, Inc
Wise Ways To Wealth LLC
Dangerfield Talent
Rental Property
Mckinley Irvin
Lindsay Hart
Beery Elsner Amp; Hammond
Chenoweth Law Group
*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 Ashley Whittaker 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
Rancho Santa Margarita, CA
Draper, UT
Plano, TX
Braintree, MA
Woodland Hills, CA
Plano, TX
Bridgeport, MI
Pasadena, CA
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