Brett Gallinger (CRD# 5914356) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in San Clemente, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | San Clemente, CA | Jul 2019 - Current | 4 |
| Transamerica Life Insurance Company | San Clemente, CA | Oct 2018 - Current | 5 |
| Transamerica Capital, Inc. | Denver, CO | Oct 2018 - Jul 2019 | < 1 |
| Transamerica Financial Advisors, Inc. | Johns Creek, GA | Aug 2017 - Sep 2018 | 1 |
| World Financial Group, Inc. | Johns Creek, GA | Jun 2017 - Sep 2018 | 1 |
| Unemployed | Tustin, CA | Feb 2017 - Jun 2017 | < 1 |
| American Funds | Los Angeles, CA | Aug 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- CA
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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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