Gregory
Buckway

Transamerica Financial Advisors, Inc

CRD#6609317
Investment Advisor
in Orem, UT

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About this Advisor

Gregory Buckway is a financial advisor working out of Orem, Utah with 6 years of industry experience. Buckway is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc and Teraflex Inc. Buckway holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Utah. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It manages $2 billion in total assets between its 59,659 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. 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. Financial management fee schedules usually depend on which service is provided. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 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

1177 S 800 E Suite 145
Orem, UT 84097

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

UT Average: 62
Total Number of Accounts

59,659

UT Average: 2,474
Average Account Size

$30,430

UT 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

Gregory Buckway Work History

Gregory has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Transamerica Financial Advisors, Inc

2015 - Present (9 years)

World Financial Group, Inc

2009 - Present (15 years)

Teraflex 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 Gregory Buckway 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

Qi Dong
Plano, TX
James Shoblo
Colorado Springs, CO
David Winn
Bridgeport, MI
Edward Peterson
Plano, TX
Karen Ahn
Draper, UT
Diego Conejo
Pasadena, CA
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, 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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