Edna
Reyes

Transamerica Financial Advisors, Inc

CRD#6150775
Investment Advisor
in Concord, CA

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About this Advisor

Edna Reyes is a financial advisor working in Concord, California, with a total of 5 years of relevant experience. Reyes works at Transamerica Financial Advisors, Inc. Over the course of their career, Reyes has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, "R" Homes Realty, Heartland Institute Of Financial Education, Reyes - Rental Properties, F3 Tax Service, F3 Insurance Services LLC, Clear Edge Lending, Newfi Lending Wholesale, Phinanceus, Lspn Pro, LLC and Net Law. Reyes maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Transamerica Financial Advisors, Inc is a financial advisory business based out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in total assets among its 59,659 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business offers a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1470 Civic Ct. Suite 312
Concord, CA 94520

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

CA Average: $1,855,561,029
Total Number of Employees

1,235

CA Average: 62
Total Number of Accounts

59,659

CA Average: 2,474
Average Account Size

$30,430

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Edna Reyes Work History

Edna has been registered as a financial advisor for 5 years.*

2023 - Present (1 year)

Phinanceus

2022 - Present (2 years)

Lspn Pro, LLC

2019 - Present (5 years)

Net Law

2017 - Present (7 years)

F3 Insurance Services LLC

2016 - Present (8 years)

F3 Tax Service

2013 - Present (11 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Heartland Institute Of Financial Education

2008 - Present (16 years)

World Financial Group, Inc

2001 - Present (23 years)

Reyes - Rental Properties

1984 - Present (40 years)

"R" Homes Realty

2020 - 2022 (2 years)

Newfi Lending Wholesale

2019 - 2020 (1 year)

Clear Edge Lending

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edna Reyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Michael Burns
Braintree, MA
Amanda Ryba
San Jose, CA
Raul Reyes
Woodland Hills, CA
David Winn
Bridgeport, MI
Qi Dong
Plano, TX
Tarl Reynoso
Orem, UT
Diego Conejo
Pasadena, CA
Chad Tacia
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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