Samuel
Paget

Transamerica Financial Advisors, Inc

CRD#4531717
Investment Advisor
in Draper, UT

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About this Advisor

Samuel Paget is a financial advisor who works out of Draper, Utah, who has been in the financial industry for 20 years. Paget works at Transamerica Financial Advisors, Inc. Over the course of their career, Paget has held roles at Albertson'S, Inc, World Financial Group, Inc, World Group Securities, Investment Advisors International, Samuel R. Paget - City 1St Mortgage and Transamerica Financial Advisors, Inc. Paget holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Utah. Transamerica Financial Advisors, Inc is a financial advisory business operating out of Draper, Utah. The firm has offices in 304 locations and a total of 1,274 people on staff. It manages $973 million in total assets between its 22,673 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 22,673 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a wide array of services, such as 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 the firm provides the client. However, fees charged by Transamerica Financial Advisors, Inc may include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 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, Commissions

Disclosures

No

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT Average: $750,025

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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

Samuel Paget Work History

Samuel has 20 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2006 - Present (13 years)

World Financial Group, Inc

1998 - Present (21 years)

Albertson'S, Inc

2009 - 2012 (3 years)

Investment Advisors International

2009 - 2009 (< 1 year)

Samuel R. Paget - City 1St Mortgage

2006 - 2012 (6 years)

World Group Securities

Disclosures

Samuel Paget has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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