Gary Allen Smith
Investment adviser representative at Transamerica Financial Advisors, LLC
40 yearsExperience
2 statesRegistered in
ChFC®Designation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
40 years in the industry.
- Inheritguard, LLCAug 2025 to now
- Legacy ShieldDec 2022 to now
- Homesmart Evergreen RealtyMay 2021 to now
- Pilot Flying JApr 2021 to now
- Gary Smith Tax ServicesJan 2018 to now
- Transamerica Financial Advisors, Inc.Aug 2016 to now
- World Financial GroupJun 2001 to now
- Gary A Smith Insurance AgencyJun 1986 to now
- Conico Oil Inc.May 2018 to Apr 2021
- Ramos/strong Transport LLCOct 2017 to May 2018
- Superior Tank LinesJan 2014 to Oct 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1620923
- Firm CRD
- 16164