Daniel Trujillo, financial advisor Layton UT
90 score

Daniel Trujillo

CRD Number: 4482457
Current Firm: Transamerica Financial Advisors, Inc.

Daniel Trujillo (CRD# 4482457) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Debtmerica Santa Ana, CA Jan 2015 - Current 1
Kl Marketing LLC Syracuse, UT Jan 2015 - Current 1
Transamerical Financial Advisors, Inc. Layton, UT Mar 2012 - Current 4
Big 5 Sporting Goods South Ogden, UT May 2003 - Current 13
Layton Hills Marketing Layton, UT Jan 2013 - Aug 2015 2
World Group Securities, Inc. Duluth, GA Apr 2002 - Jan 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Daniel Trujillo
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Other
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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