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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
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

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
World Financial Group, Inc. 3 months, 2 weeks Sep 2018 - Present
Transamerica Financial Advisors, Inc 3 months, 2 weeks Sep 2018 - Present
Strategic Alliance/Helping A Hero 1 year, 10 months Oct 2016 - Aug 2018
Morgan Stanley Wealth Management 1 year, 7 months Feb 2015 - Sep 2016
Morgan Stanley Smith Barney LLC 1 year, 7 months Feb 2015 - Sep 2016
Homemaker 3 months Nov 2014 - Feb 2015
Mutual of Omaha Bank 3 years, 4 months Jul 2011 - Nov 2014
LPL 3 years, 4 months Jul 2011 - Nov 2014
Mutual of Omaha Bank/Lpl Financial 3 years, 3 months Jul 2011 - Oct 2014
Hacienda Bella 1 year, 10 months Feb 2010 - Dec 2011
World Financial Group 11 months Jan 2010 - Dec 2010
World Group Securities 11 months Jan 2010 - Dec 2010
Investment Advisors Internationa, Inc. 11 months Jan 2010 - Dec 2010
Homemaker 2 months Dec 2009 - Feb 2010
Houston Para Cristo 1 year, 2 months Oct 2008 - Dec 2009

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Teresa Harris

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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
    Oct 2, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Transamerica Financial Advisors, Inc.

Last updated on Sept. 1, 2017
    • $969.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15K
      Accounts
    • $65.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions