David
Sweitzer

Transamerica Financial Advisors, Inc

CRD#2863215
Investment Advisor
in Portland, OR

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About this Advisor

David Sweitzer is a financial advisor based in Portland, Oregon with a total of 11 years of relevant experience. Sweitzer is an employee of Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Lawton Sweitzer, Inc, World Financial Group, Sweitzer Alpaca Farms, Inc, Washington Hardwoods Commissions, Western Pallet Association, Western Hardwood Association and Transamerica Financial Advisors, Inc. Sweitzer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon, Texas and Washington. Transamerica Financial Advisors, Inc is a registered investment business operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 employees. It handles $2 billion in assets under management between its 59,659 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a wide array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which services are provided. Fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

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

$1,815,425,709

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

1,235

OR Average: 62
Total Number of Accounts

59,659

OR Average: 2,474
Average Account Size

$30,430

OR Average: $750,025

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

David Sweitzer Work History

David has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

World Financial Group

2000 - Present (24 years)

Sweitzer Alpaca Farms, Inc

2000 - Present (24 years)

Western Pallet Association

1991 - Present (33 years)

Washington Hardwoods Commissions

1975 - Present (49 years)

Western Hardwood Association

1972 - Present (52 years)

Lawton Sweitzer, Inc

*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 David Sweitzer 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

Mayu Daley
San Diego, CA
Pamela Rodriguez
San Antonio, TX
Chima Uzobuihe
Laurel, MD
Raul Reyes
Woodland Hills, CA
Steven Smith
Eugene, OR
Cyler Sanderson
Draper, UT
Dali Fu
Houston, TX
Stephani Niblock
Englewood, 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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