Nicholas GerransCRD Number: 5440825
Current Firm: Transamerica Financial Advisors, Inc.
Nicholas Gerrans (CRD# 5440825) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Waterloo, IA and has over 8 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Financial Decisions Group||Waterloo, IA||May 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Waterloo, IA||May 2012 - Current||4|
|Student||Waterloo, IA||Jan 2012 - May 2012||< 1|
|Ameriprise Financial Services, Inc.||Hiawatha, IA||Nov 2007 - Jan 2012||4|
|Larry K Fox And Associates - Ameriprise Financial||Waterloo, IA||Oct 2007 - Jan 2012||4|
|Mudd Advertising||Cedar Falls, IA||Jan 2007 - Oct 2007||< 1|
|Best Buy||Waterloo, IA||Mar 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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