Timothy
Wooten

Transamerica Financial Advisors, Inc

CRD#2868659
Investment Advisor
in Portland, OR

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About this Advisor

Timothy Wooten is a financial advisor operating in Portland, Oregon who has 11 years of relevant experience. Wooten is an employee of Transamerica Financial Advisors, Inc. Throughout their career, Wooten has worked at World Financial Group, Inc, Md'S LLC, Westside Community Church and Transamerica Financial Advisors, Inc. Wooten has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Transamerica Financial Advisors, Inc is a firm operating out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It administers $2 billion in total assets between its 59,659 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm offers 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 advisory fees largely depend on the services provided. However, 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

Timothy Wooten Work History

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

2014 - Present (10 years)

Westside Community Church

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

Md'S LLC

2001 - Present (23 years)

World Financial Group, 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 Timothy Wooten 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

Karen Ahn
Draper, UT
Tarl Reynoso
Orem, UT
Patrick Dailey
Rancho Santa Margarita, CA
Qi Dong
Plano, TX
Raul Reyes
Woodland Hills, CA
James Shoblo
Colorado Springs, CO
David Winn
Bridgeport, MI
Edward Peterson
Plano, TX

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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