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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Duty First Consulting 1 year, 6 months Sep 2018 - Present
NOVA Kids in Motion, LLC 2 years, 12 months Apr 2017 - Present
Transamerica Financial Advisors, Inc 5 years, 9 months Jul 2014 - Present
World Financial Group, Inc. 6 years, 1 month Feb 2014 - Present
Military Service 8 years May 2008 - May 2016

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Ryan Harrington

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 1, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 3, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Jan. 5, 2019
    • $1.1M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 23
      number of clients
    • $46.9K
      Estimated Average Account Balance Per Client

Transamerica Financial Advisors, Inc.

Last updated on March 31, 2019
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46K
      Accounts
    • $22.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Commissions