Gregory L. Greenwood
Investment adviser representative at Transamerica Financial Advisors, LLC
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Pacific Gas & ElectricJul 2023 to now
- MetlifeApr 2023 to now
- Transamerica Financial Advisors, Inc.Feb 2020 to now
- G2 IntergratedMar 2019 to now
- World Financial Group, Inc.Oct 2007 to now
- Gjrei, LLCApr 2018 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5299016
- Firm CRD
- 16164