Bonnie PartinCRD Number: 5988801
Current Firm: Transamerica Financial Advisors, Inc.
Bonnie Partin (CRD# 5988801) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bountiful, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Foresters Equity Services, Inc.
|Moneytrax||Melbourne, FL||Mar 2015 - Current||3|
|Peak Potentials||San Diego, CA||Feb 2013 - Current||5|
|Transamerica Financial Advisors, Inc.||Clearfield, UT||Jan 2012 - Current||6|
|World Financial Group, Inc.||Clearfield, UT||Oct 2011 - Current||6|
|Pear LLC||Greenville, SC||Nov 2008 - Current||9|
|Re Headquarters||Greenville, SC||Aug 2008 - Current||9|
|Nsa||Collierville, TN||Aug 2002 - Current||15|
|Nobius||Greenville, SC||Feb 2002 - Current||16|
|County Of San Diego Registrar Of Voters||San Diego, CA||Jun 2012 - Feb 2013||< 1|
|Big Animals For Little Kids||San Diego, CA||Nov 2009 - Feb 2013||3|
|O2 Factor||San Diego, CA||Oct 2010 - Dec 2012||2|
|World Group Securities, Inc.||San Diego, CA||Oct 2011 - Jan 2012||< 1|
|Unemployed||San Diego, CA||Aug 2011 - Sep 2011||< 1|
|World Financial Group||Chino, CA||Sep 2010 - Aug 2011||< 1|
|Unemployed||Greenville, SC||Jan 2003 - Sep 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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