Bacilia Gomez, financial advisor Waukegan IL

Bacilia Gomez

CRD Number: 3153404
Current Firm: Transamerica Retirement Advisors, LLC

Bacilia Gomez (CRD# 3153404) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Waukegan, IL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investors Securities Corporation Gurnee, IL Oct 2022 - Current 1
Transamerica Life Insurance Company Gurnee, IL Oct 2022 - Current 1
Unemployed, Travel Gurnee, IL Feb 2022 - Oct 2022 < 1
Capfinancial Securities LLC Raleigh, NC Jan 2018 - Jan 2022 4
Captrust Financial Advisors Raleigh, NC Jan 2018 - Jan 2022 4
Smart/bg Staffing Oakbrook, IL Aug 2017 - Dec 2017 < 1
Unemployed, Extended Travel Lisle, IL Jan 2017 - Jul 2017 < 1
Transamerica Investors Securities Corporation Lisle, IL Mar 2015 - Dec 2016 1
Transamerica Retirement Solutions Lisle, IL Mar 2015 - Dec 2016 1
Target Woodridge, IL Nov 2015 - May 2016 < 1
Follet Naperville, IL Nov 2015 - Feb 2016 < 1
Unemployed, Extended Travel Lisle, IL Aug 2014 - Mar 2015 < 1
School - Northern Il Univeristy Dekalb, IL Jul 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Oct 2022
Contact Info for Bacilia Gomez
Phone Number: 866-368-0566
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,680
    MILLIONS
  • Total Number of Accounts
    160,403
    ACCOUNTS
  • Average Account Value
    $79,051
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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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