Financial Transparency

Financial Transparency (CRD# 297713) is a financial advisory firm headquartered in , . They manage $295,289,685 in 508 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
https://financialtransparencyllc.com
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $581,279
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, MA, MI, NC, NH, TX

Financial Advisors at Financial Transparency
Showing 11 - 15 of 15 top financial advisors.
11
Christopher Nelson, financial advisor Atlantic IA
Christopher J. Nelson
CRD#: 4342168
1910 E. Seventh Street, P.o. Box 369, Atlantic, IA 50022

Christopher Nelson (CRD# 4342168) is an Investment Advisor Representative working at Financial Transparency in Atlantic, IA and has over 22 years of experience in the finance industry.

12
James Nici, financial advisor Greensboro NC
James R. Nici
CRD#: 4336536
Greensboro, NC

James Nici (CRD# 4336536) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 12 years of experience in the finance industry.

13
Thomas Rogers, financial advisor Longwood FL
Thomas R. Rogers
CRD#: 3103041
900 Fox Valley Dr, Suite 102, Longwood, FL 32778

Thomas Rogers (CRD# 3103041) is an Investment Advisor Representative working at Financial Transparency in Longwood, FL and has over 25 years of experience in the finance industry.

14
Alfred Romano, financial advisor Salisbury NH
Alfred L. Romano
CRD#: 3230692
Salisbury, NH

Alfred Romano (CRD# 3230692) is an Investment Advisor Representative working at Financial Transparency in Salisbury, NH and has over 24 years of experience in the finance industry.

15
Jonathon Wells, financial advisor Greensboro NC
Jonathon P. Wells
CRD#: 5971711
Greensboro, NC

Jonathon Wells (CRD# 5971711) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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