William Black

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

• 03/2018 → Present
  Transamerica Financial Advisors, Inc
  Vernal, UT
• 02/2017 → Present
  Wfgia
  Vernal, UT
• 11/2017 → 04/2020
  Stoke, Llc
  Provo, UT
• 11/2006 → 04/2020
  Residual Income Technologies, Llc
  Provo, UT
• 11/2006 → 10/2016
  Residual Income Technologies, Llc
  Provo, TX
• 03/2020 → Present
  Legacy Shield
  Ponte Vedra, FL
• 01/2019 → Present
  Agency 400, Llc
  Provo, UT
• 04/2019 → Present
  Revolution Financial Management
  Provo, UT
• 01/2023 → Present
  Business Network International (Bni)
  St. George, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Agency 400, LLC / 0119-Present / Investment Related: No / 1176 N 1400 W Provo, UT 84604 / President / WFG Income Pass through / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0/ I have no responsibilities in this entity. It is a passthrough for my WFG income for tax purposes only. Revolution Financial Management Provo UT - WFG cobrand Legacy Shield / 0320-Present / Investment Related: No / 100 Executive Way, 105 Ponte Vedra, FL 32082/None / Estate Planning / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / As desired, I can refer clients to LegacyShield by giving them a free basis account from the allotment I receive of free account seats as part if my annual subscription to their platform. Completely optional on my part. No required duties BUSINESS NETWORK INTERNATIONAL (BNI) POSITION: Chapter member NATURE: Referral Generation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2023 ADDRESS: 1009 W 50 N, St. George UT 84770, United States DESCRIPTION: Once the chapter launches on July 25, 2023, I will be attending a meeting once a week for 90 minutes. BNI allows one person per profession per chapter. I hold the Financial Advisor seat. There are no daily activities. with 25+ members in our chapter, I will only be presenting twice a year when it is my turn during the weekly meeting. My presentation will not be about how to invest or what to invest. My sole purposes is to teach fellow chapter members how to best refer me to those they know in their circles of influence.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-11
• S63 Uniform Securities Agent State Law Examination
  2018-04-28