Advisor at Transamerica Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Transamerica Retirement Advisors, LLC
Location
Pinellas Park, FL
Credentials
Series 63, Series 65
Industry experience
10 years
Based on Transamerica Retirement Advisors, LLC
Pinellas Park, FL
Florida
Transamerica Investors Securities Corporation
2018 - Present (8 years)
Transamerica Retirement Solutions
2018 - Present (8 years)
Jp Morgan Securities LLC
2017 - 2018 (1 year)
JP MORGAN CHASE BANK
2017 - 2018 (1 year)
Wells Fargo Clearing
2015 - 2017 (2 years)
Wells Fargo Bank, nA
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
Series 65
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