Armando Gil, financial advisor Fullerton CA
81 score

Armando Gil

CRD Number: 1897756
Current Firm: Transamerica Financial Advisors, Inc.

Armando Gil (CRD# 1897756) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Affiliate Marketing Dba Cubatics Anaheim Hills, CA Dec 2012 - Current 5
American Funding Center Riverside, CA May 2012 - Current 5
Transamerica Financial Advisors, Inc. Fullerton, CA Jan 2012 - Current 6
Giving Merchants, LLC Woodland Hills, CA Jun 2010 - Current 7
Global Merchant Innovations LLC Woodland Hills, CA Jun 2010 - Current 7
World Financial Group, Inc. Fullerton, CA Jun 2001 - Current 16
Tfala Anaheim, CA Jan 2013 - Aug 2013 < 1
Inland Financial Associates Corona, CA Jun 2009 - May 2012 2
Investment Advisors International Anaheim, CA Jul 2006 - Jan 2012 5
World Group Securities, Inc. Anaheim, CA Apr 2002 - Jan 2012 9
Conquest Auto Sales Yorba Linda, CA Aug 2009 - Feb 2011 1
Team Of Conquest, Inc. Anaheim, CA Oct 2002 - Dec 2010 8
Comunity Lending Anaheim, CA Mar 2003 - Jul 2008 5
C.j.a. & Associates Chicago, IL Mar 2003 - Jul 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Dec 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Armando R. Gil
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    969
    MILLIONS
  • Total Number of Accounts
    14,750
    ACCOUNTS
  • Average Account Value
    $65,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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

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BADGES
81

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