Bille Grandy, financial advisor San Jose CA
93 score

Bille Grandy

CRD Number: 3072746
Current Firm: Transamerica Financial Advisors, Inc.

Bille Grandy (CRD# 3072746) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. San Jose, CA Jan 2012 - Current 4
Sullivan Mutual Water Company Morgan Hill, CA Dec 2005 - Current 11
Phoenix Design Group Morgan Hill, CA Jan 2005 - Current 11
Wfg San Jose, CA Jun 2001 - Current 15
Investment Advisors International Inc. San Jose, CA Jan 2007 - Jan 2012 5
World Group Securities, Inc. San Jose, CA Apr 2002 - Jan 2012 9
City 1st Mortgage Services Bountiful, UT Aug 2009 - Aug 2010 1
Hightech Lending San Jose, CA Mar 2008 - Aug 2009 1
Homemaker-self Not Given, CA Apr 1985 - Jul 2009 24
Universal/community Lending San Jose, CA Sep 2003 - Sep 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Bille J. Grandy
Phone Number: 727-299-1800
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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