Gary Adam Davis
Investment adviser representative at Transamerica Financial Advisors, LLC
21 yearsExperience
3 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
21 years in the industry.
- Lspn Pro, LLCOct 2021 to now
- WealthwaveJan 2020 to now
- Transamerica Financial Advisors, LLCSep 2017 to now
- Impact Leadership Development, LLCApr 2016 to now
- The Impact Group IncFeb 2009 to now
- World Financial Group, Inc.Jun 2005 to now
- Upkeep LLCDec 2021 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, TX, UT).
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
- 5030423
- Firm CRD
- 16164