John Michael Twomey
Investment adviser representative at Transamerica Financial Advisors, LLC
13 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you John Michael Twomey? Claim your profile
Contact this firm
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
13 years in the industry.
- Transamerica Financial Advisors, IncAug 2023 to now
- WfgiaAug 2023 to now
- UnemployedNov 2022 to Aug 2023
- Edward JonesNov 2018 to Nov 2022
- Get Air Trampoline ParkJan 2018 to Aug 2018
- High Point UniversityAug 2017 to Aug 2018
- Inttra, Inc.Jun 2017 to Aug 2017
- StudentAug 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (GA, IA, SC).
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
- 7038557
- Firm CRD
- 16164