Tammy Velasco, financial advisor Greenwood Village CO

Tammy Velasco

CRD Number: 7298850
Current Firm: Transamerica Financial Advisors, Inc.

Tammy Velasco (CRD# 7298850) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sand Creek Elementary Highlands Ranch, CO Aug 2022 - Current 1
Net Law Group Inc. Louisville, KY Jan 2021 - Current 2
Transamerica Financial Advisors, Inc. Greenwood Village, CO Sep 2020 - Current 3
Isagenix International Gilbert, AZ Oct 2019 - Current 4
World Financial Group, Inc. Greenwood Village, CO Dec 2018 - Current 4
American Academy School At Castle Pines Castle Pines, CO Aug 2019 - Jul 2021 1
American Academy Castle Pines, CO Aug 2019 - Jul 2021 1
Douglas County School District Parker, CO Aug 2015 - Jul 2019 3
Jay School Corporation Portland, IN Aug 2003 - Jul 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2020
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Tammy L. Velasco
Phone Number: 727-299-1800
Registered State(s):
  • CO
  • NC
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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