Diego Conejo, financial advisor Pasadena CA

Diego Conejo

CRD Number: 5130746
Current Firm: Transamerica Financial Advisors, Inc.

Diego Conejo (CRD# 5130746) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Diego Adrian Conejo Gardena, CA Dec 2021 - Current < 1
Angel City Candle Co Gardena, CA Jul 2021 - Current < 1
Diego Adrian Conejo Dba West Coast Office Supply Gardena, CA Mar 2021 - Current < 1
Transamerica Financial Advisors, Inc. Pasadena, CA May 2019 - Current 2
World Financial Group, Inc. Pasadena, CA May 2019 - Current 2
Victrix Capital Management LLC Gardena, CA Mar 2016 - Current 5
Amazon.com Rosemead, CA Aug 2020 - Aug 2020 < 1
Pfs Investments Inc. Los Angeles, CA Mar 2017 - May 2019 2
Primerica Financial Services Los Angeles, CA Jan 2017 - May 2019 2
3rd Street Souvenirs, LLC Santa Monica, CA Aug 2018 - Oct 2018 < 1
3rd Street Souvenirs LLC Gardena, CA Aug 2018 - Aug 2018 < 1
Wells Fargo Advisors, LLC Marina Del Rey, CA Apr 2015 - Mar 2016 < 1
Jp Morgan Chase Bank Manhattan Beach, CA Dec 2014 - Apr 2015 < 1
Wells Fargo Advisors LLC Marina Del Rey, CA Feb 2014 - Dec 2014 < 1
Wells Fargo Bank Na Marina Del Rey, CA Jan 2013 - Dec 2014 1
Phalanx Capital Properties Huntington Park, CA Sep 2014 - Sep 2014 < 1
Enrique Conejo Huntington Park, CA Nov 2010 - Jan 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
S65 NASAA Investment Advisors Law Examination Aug 2017
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Diego A. Conejo
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • NJ
  • 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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