Hali
Terry
Transamerica Retirement Advisors, LLC
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About this Advisor
Hali Terry is a financial advisor based in Granbury, Texas with a total of 1 year of industry experience. Terry is on the advisory team at Transamerica Retirement Advisors, LLC. Over the course of their career, Terry has held roles at Axa Advisors, LLC, B. Riley & Co., LLC, Metlife Securities, 1St Global Capital Corp, 1St Global Advisors Inc, Nordstrom, Mml Investors Services LLC, Massmutual Financial Group-Colorado, Smg Partners, Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. Terry maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to work in Texas. Transamerica Retirement Advisors, LLC is a registered investment company that has its headquarters in Saint Paul, MN. The firm has offices in 20 locations and a total of 311 people on staff. It has $10 billion in total assets between its 147,144 customer accounts, making it one of the largest firms in the United States by assets under management. The company performs a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fees largely vary depending on which service is offered. However, fees billed by Transamerica Retirement Advisors, LLC can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Hali Terry Work History
Hali has been registered as a financial advisor for 1 years.*
Transamerica Retirement Solutions
Transamerica Investors Securities Corporation
Mml Investors Services LLC
Massmutual Financial Group-Colorado
Smg Partners
Metlife Securities
1St Global Capital Corp
1St Global Advisors Inc
Nordstrom
Axa Advisors, LLC
B. Riley & Co., LLC
*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 Hali Terry 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 Retirement Advisors, LLC
Manitou Springs, CO
Saint Petersburg, FL
Woodstock, GA
Acworth, GA
San Diego, CA
Saint Petersburg, FL
Lewisville, TX
Southampton, NJ
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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