GC
Gerardo T. Camacho
TRANSAMERICA FINANCIAL ADVISORS
Thousand Oaks, CA 91360
Some features on this profile are disabled
CRD#: 4387036
GC
Professional summary
Gerardo Telesforo Camacho, who also goes by Gerardo Camacho, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Thousand Oaks, California.
Gerardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gerardo has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gerardo Camacho
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WSB- co-brand utilized by WFG agents (not a WFG company)- not an employee or an officer/director, no compensation Wealthwaver | Marketing | Yes - investment related | 1/2023 | Reseda, CA | co brand company World System Builders (WSB) | marketing | yes - investment related | 1/2023 | cobrand company Revolution Financial Management | Marketing | yes investment related | 01/2023 |Reseda, CA | co-brand company Gerardo T. Camacho - Real Estate / 1208-Present / Investment Related: No / 18420 Elkwood Street Reseda, CA 91335 / Owner / Potential purchase of, selling / Hrs. Work Monthly: 5 / Sec Trading Hrs: 5 / Potential purchase, selling and or renting of Real Estate. GERARDO T CAMACHO - TAX PREP,18240 ELKWOOD STREET,RESEDA CA 91335, NON INVESTMENT RELATED, START DATE 12/01/2007,INDEPENDENT CONTRACTOR, 20HRS PER MONTH NEW LAW \ POSITION: Associate NATURE: Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2024 \ ADDRESS: 12910 Shelby Rd, Suite 124, Louisville KY 40243 \ DESCRIPTION: Refer clients to Net Law so they can get their estate planning
CRS (Client Relationship Summary) - RIA
Click below to view Gerardo Telesforo Camacho's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gerardo Telesforo Camacho's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 3, 2021 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 515 Marin Street Suite 408, Thousand Oaks, CA 91360RIA
BD
CRD#: 16164
Thousand Oaks, CA
Current
November 2, 2021 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 515 Marin Street Suite 408, Thousand Oaks, CA 91360RIA
BD
CRD#: 16164
Thousand Oaks, CA
Past
January 6, 2012 - December 17, 2019
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
WOODLAND HILLS, CA
Past
January 6, 2012 - December 17, 2019
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
WOODLAND HILLS, CA
Past
September 23, 2008 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
WOODLAND HILLS, CA
Past
April 12, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
WOODLAND HILLS, CA
Past
September 14, 2001 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/3/2021)
IAR
California(11/3/2021)
RR
Florida(5/1/2024)
RR
Texas(10/3/2024)
IAR
Texas(10/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRANSAMERICA FINANCIAL ADVISORS, LLC
CRD#: 16164Thousand Oaks, CA 91360TRUST BUT VERIFY
Monitor Gerardo Camacho
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
