Dale
Potts

Transamerica Financial Advisors, Inc

CRD#3147234
Investment Advisor
in Portland, OR

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About this Advisor

Dale Potts is a financial advisor operating in Portland, Oregon, who has been in the financial industry for 19 years. Potts currently works for Transamerica Financial Advisors, Inc. The advisor has gained experience at World Group Securities, Inc, Transamerica Life Insurance Company, Transamerica Financial Advisors, Inc, America Independent Marketing, World Financial Group and Master Care. Potts has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oregon. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Portland, Oregon. It has offices in 320 locations and a total of 1,266 employees. It has $1 billion in total assets between its 54,800 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 54,800 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc offers a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. However, fee types billed by Transamerica Financial Advisors, Inc can include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

7421 Sw Bridgeport Rd Suite H-225
Portland, OR 97224

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,297,641,409

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

1,266

OR Average: 62
Total Number of Accounts

54,800

OR Average: 2,474
Average Account Size

$23,680

OR Average: $750,025

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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

Dale Potts Work History

Dale has 19 years of experience.

2012 - Present (9 years)

Transamerica Financial Advisors, Inc

2001 - Present (20 years)

Transamerica Life Insurance Company

2001 - Present (20 years)

World Financial Group

2002 - 2012 (10 years)

World Group Securities, Inc

2002 - 2011 (9 years)

America Independent Marketing

2002 - 2011 (9 years)

Master Care

Disclosures

Dale Potts has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Timothy Moreno
Woodland Hills, CA
Cameron Berry
Englewood, CO
Windel Taylor
Orlando, FL
Weiping Tang
Bellevue, WA
Peter Tang
San Gabriel, CA
Byung Kim
Short Hills, NJ
Sherri Wignall
Englewood, CO
Jay Shi
Bellevue, WA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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