Gregory Trout (CRD# 6539938) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Lutz, FL and has over 7 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | St. Petersburg, FL | Mar 2017 - Current | 7 |
| Transamerica Retirement Solutions | St. Petersburg, FL | Feb 2017 - Current | 7 |
| Transamerica Retirement Solutions | St Petersburg, FL | Aug 2015 - Feb 2017 | 1 |
| Transamerica Investors Securities Corporation | St. Petersburg, FL | Sep 2015 - Dec 2016 | 1 |
| Self-employed | Taylors/brooksville, SC | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- FL
-
Total Assets Under Management12,680MILLIONS
-
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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