Nicholas
Fitzgerald
Transamerica Financial Advisors, Inc
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About this Advisor
Nicholas Fitzgerald is a financial advisor operating out of Houston, Texas with 1 year of industry experience. Fitzgerald is on the advisory team at Transamerica Financial Advisors, Inc. The advisor has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Us Army, Student, Aerofit, Golds Gym, Larry Hallam Allstate, Naf Enterprises LLC, Milestone Financial Management, Ecom Mastery LLC, Ecom Kingz Wholesale LLC, Ecom Kingz LLC, Auto Ecom LLC, Jcnc Enterprises Group Inc, Orka Nutrition Inc, Lspn Pro, LLC and The Miliare Group. Fitzgerald has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Transamerica Financial Advisors, Inc is an advisory business based in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 financial advisors. It manages $2 billion in assets under management across its 59,659 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management vary depending on which services the firm provides the client. 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
Nicholas Fitzgerald Work History
Nicholas has been registered as a financial advisor for 1 years.*
Lspn Pro, LLC
Transamerica Financial Advisors, Inc
Milestone Financial Management
World Financial Group, Inc
Jcnc Enterprises Group Inc
Orka Nutrition Inc
The Miliare Group
Ecom Kingz LLC
Auto Ecom LLC
Ecom Kingz Wholesale LLC
Ecom Mastery LLC
Golds Gym
Larry Hallam Allstate
Naf Enterprises LLC
Student
Aerofit
Us Army
*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 Nicholas Fitzgerald 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
Duluth, GA
Plano, TX
Irvine, CA
Great Neck, NY
Pasadena, CA
Woodland Hills, CA
San Antonio, TX
Rancho Santa Margarita, CA
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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