George Onami, financial advisor Houston TX

George Onami

CRD Number: 4696119
Current Firm: Transamerica Financial Advisors, Inc.

George Onami (CRD# 4696119) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Technigee Consulting LLC Houston, TX Nov 2020 - Current < 1
Transamerica Financial Advisors, Inc. Houston, TX Jul 2017 - Current 4
Heartland Institute Of Financial Education Greenwood, CO Aug 2012 - Current 9
World Financial Group, Inc. Houston, TX Jul 2003 - Current 18
Technigee Consulting LLC Houston, TX Oct 2009 - Dec 2014 5
Wgs Houston, TX Mar 2004 - Jan 2012 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
S63 Uniform Securities State Law Examination Aug 2021
Contact Info for George O. Onami
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
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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