Paul
Ogilvie
Transamerica Financial Advisors, Inc
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About this Advisor
Paul Ogilvie is a financial advisor operating out of Draper, Utah with 11 years of industry experience. Ogilvie is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Washington County School District, Wfg, Ihc/ Inter Moutain Health Care, Rehab Without Walls A Gentiva Co, Producer Insight Panel, Transamerica Financial Advisors, Inc, Dme Consulting Inc, Dixie State University and Ogilvie Intellectual, LLC. Ogilvie maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Transamerica Financial Advisors, Inc is a financial advisory company operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in assets between its 59,659 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. 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
Paul Ogilvie Work History
Paul has been registered as a financial advisor for 11 years.*
Ogilvie Intellectual, LLC
Dme Consulting Inc
Transamerica Financial Advisors, Inc
Ihc/ Inter Moutain Health Care
Wfg
Washington County School District
Dixie State University
Rehab Without Walls A Gentiva Co
Producer Insight Panel
*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 Paul Ogilvie 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
Bellevue, WA
Draper, UT
Orem, UT
Milpitas, CA
San Antonio, TX
San Antonio, TX
Plano, TX
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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