Irma Ivonne Sandoval

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 02/2023
  Debtmerica Relief
  El Paso, TX
• 06/2010 → Present
  Wfgia
  Plano, TX
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Plano, TX
• 01/2016 → Present
  Wealthwave
  Plano, TX
• 02/2024 → Present
  Colonial Life & Accident Insurance Company
  El Paso, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | 01/20/ 2016 | WFGIA co-brand company | 1800 Preston park, Plano TX 75093 | yes - investment related COLONIAL LIFE & ACCIDENT INSURANCE COMPANY POSITION: Agent Sales Representative NATURE: Supplemental Benefits for Company's Employees INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 2/01/2024 ADDRESS: 1701 Bassett Ave. #131, El Paso TX 79901, United States DESCRIPTION: Administer Employee Benefits for Companies

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-26
• S63 Uniform Securities Agent State Law Examination
  2012-03-19

Other Names

• Irma Sandoval