Verne Milton Weisberg
Investment adviser representative at Transamerica Financial Advisors, LLC
38 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
38 years in the industry.
- Callagy Law Medical Revenue RecoveryNov 2025 to now
- Verne Weisberg MdMar 2025 to now
- Transamerica Financial Advisors, LLCJan 2025 to now
- WealthwaveJul 2023 to now
- Wfg Virtuity Financial PartnersJul 2022 to now
- WfgiaJul 2022 to now
- Birchwood Holdings, LLCMar 2021 to now
- Schooner Ridge LLCMar 2021 to now
- Mdceos.comMay 2021 to May 2022
- RetiredJan 2021 to Jul 2022
- Plastic Surgery Center, PaJul 1988 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, 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
- 8030784
- Firm CRD
- 16164