George T Specht
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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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
20 years in the industry.
- Transamerica Financial Advisors, IncMay 2021 to now
- WfgiaMay 2021 to now
- Qualified Joint Venture, George and Embai SpechtSep 2019 to now
- Signature PerformanceJan 2021 to May 2021
- UnemployedDec 2020 to Dec 2020
- Tekmark Global Solutions/orion SystemsJan 2020 to Nov 2020
- UnemployedOct 2019 to Dec 2019
- TD AmeritradeNov 2016 to Sep 2019
- Bancwest Investment ServicesAug 2006 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
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
- 2576958
- Firm CRD
- 16164