Daniel Trujillo (CRD# 4482457) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 11 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lspn Pro LLC | Lindon, UT | Apr 2023 - Current | 1 |
| Legacy Shield | Ponte Vedra Beach, FL | Mar 2023 - Current | 1 |
| Hill Air Force Base | Afb, UT | Jan 2020 - Current | 4 |
| Managed Wealth Financial | South Jordan, UT | Jan 2018 - Current | 6 |
| Wealthwave | Alpharetta, GA | Jan 2018 - Current | 6 |
| Kl Marketing LLC | Syracuse, UT | Jan 2015 - Current | 9 |
| Transamerical Financial Advisors, Inc. | Layton, UT | Mar 2012 - Current | 12 |
| Debtmerica | Santa Ana, CA | Jan 2015 - Feb 2022 | 7 |
| Kroger | Layton, UT | Jun 2017 - Jan 2020 | 2 |
| Big 5 Sporting Goods | South Ogden, UT | May 2003 - Apr 2017 | 13 |
| Layton Hills Marketing | Layton, UT | Jan 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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