William David Cottrell

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

• 06/2001 → Present
  Wfgia
  So. Jordan, UT
• 01/2012 → Present
  Transamerica Financial Advisors
  So. Jordan, UT
• 01/2012 → Present
  Provident Legacy
  Alpine, UT
• 01/2013 → Present
  Calm Choice
  Alpine, UT
• 03/2013 → 12/2018
  Friends Of Scouting
  Alpine, UT
• 03/2013 → 01/2023
  Debt America
  Santa Ana, CA
• 11/2022 → Present
  Wealthwave
  Johns Creek, GA
• 01/2012 → Present
  Managed Wealth Financial
  South Jordan, UT

Previous Registrations

• 2007-05-11 → 2012-01-06
  Investment Advisors International, Inc.
  Orem, UT

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Wealthwave | 11/2022 | investment related | approved co-brand company through WFGIA | Johns Creek, GA | marketing Managed Wealth Financial | 01/2012 | approved co-brand company through WFGIA | investment related | South Jordan, Utah | marketing CALM CHOICE, 727 S. HIGH RIDGE CIRCLE, ALPINE UT 84004, NON INVETSMENT RELATED, START DATE 01/01/2013,I AM THE OWNER, PRESIDENT, AND CREATOR OF THE SOFTWARE IDEAS, 4HRS PER MONTH PROVIDENT LEGACY/NO/727 S. High Ridge Circle Alpine UT 84004/President / owner/1-01-2012/This is simply a flow through account for tax purposes

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-04
• S63 Uniform Securities Agent State Law Examination
  1992-05-01

Other Names

• William David Cottrel