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 based out of Draper, Utah who has 11 years of relevant experience. Paget works at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Albertson'S, Inc, World Financial Group, Inc and Transamerica Financial Advisors, Inc. Paget holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Utah. Transamerica Financial Advisors, Inc is an advisory firm operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in total assets between its 59,659 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 59,659 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees are based on which services the firm provides the client. 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

1111 East Draper Pkwy. Suite 310
Draper, UT 84020

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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

Samuel Paget Work History

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

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2006 - Present (18 years)

World Financial Group, Inc

1998 - 2022 (24 years)

Albertson'S, 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 Samuel Paget 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

Julie Sun
Bellevue, WA
Brian Schiavo
Allentown, PA
Shih-Sheng Li
Milpitas, CA
Amanda Ryba
San Jose, CA
William Carlson
Fort Myers, FL
Pamela Rodriguez
San Antonio, TX
Karen Ahn
Draper, UT
James Shoblo
Colorado Springs, CO

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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