Neeley Ashton John
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
4 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
12 years in the industry.
- Trusteefriend, LLCMay 2026 to now
- Student Optimum ServicesJan 2026 to now
- Luc EnterprisesJun 2024 to now
- WealthwaveApr 2023 to now
- NetlawDec 2022 to now
- Transamerica Financial Advisors, LLCMay 2021 to now
- Legacyshield Solutions, Inc.Mar 2021 to now
- Virtuity Financial PartnersSep 2020 to now
- World Financial Group, Inc.Sep 2020 to now
- Plzandthanx LLCAug 2020 to now
- Samsung Electronics AmericaOct 2014 to now
- College Loan FreedomDec 2020 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (NC, NJ, NV, 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
- 5883656
- Firm CRD
- 16164