Roy
Stanfill
Transamerica Financial Advisors, Inc
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About this Advisor
Roy Stanfill is a financial advisor working in Portland, Oregon with 11 years of relevant experience. Stanfill currently works for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at World Financial Group, Wellcare, Columbia Benefits Group, United Health Care, Rental Property, United Of Omaha, Helth Net Life Ins Co, The Insurance Store Inc, Transamerica Financial Advisors, Inc and Wealthwave. Stanfill maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Oregon. Transamerica Financial Advisors, Inc is a business based out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in assets across its 59,659 accounts, making it one of the largest firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The company 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. Financial management fee schedules largely depend on the financial services provided. However, fee types charged 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
Roy Stanfill Work History
Roy has been registered as a financial advisor for 11 years.*
Wealthwave
Transamerica Financial Advisors, Inc
The Insurance Store Inc
United Of Omaha
Wellcare
Columbia Benefits Group
United Health Care
Helth Net Life Ins Co
World Financial Group
Rental Property
*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 Roy Stanfill 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
Colorado Springs, CO
Bellevue, WA
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Draper, UT
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Braintree, MA
Rancho Santa Margarita, CA
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