Reed
Meyer
Transamerica Financial Advisors, Inc
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About this Advisor
Reed Meyer is a financial advisor operating out of Englewood, Colorado, who has 11 years of industry experience. Meyer is an employee of Transamerica Financial Advisors, Inc. The advisor has gained experience at Wfg, Personal Real Estate Investing, Imagination Makers Theater Company, Transamerica Financial Advisors, Inc, Numerica Analytics, Reed Meyer & Associates, Roper Insurance, Colonial Life, Mycore-Benefits, Aliera Healthcare, Co Health Brokers, Netlaw Inc, College Loan Freedom, Oneshare Health, Warner Pactific, Lakewood High School Boys And Girls Swim Team Booster Club 501C3, Sunbeam Energy and Wealthwave. Meyer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Transamerica Financial Advisors, Inc is a financial advisory firm headquartered in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It has $2 billion in assets under management across its 59,659 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice largely vary depending on which services are provided. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Reed Meyer Work History
Reed has been registered as a financial advisor for 11 years.*
Lakewood High School Boys And Girls Swim Team Booster Club 501C3
Sunbeam Energy
Netlaw Inc
College Loan Freedom
Oneshare Health
Warner Pactific
Wealthwave
Colonial Life
Transamerica Financial Advisors, Inc
Personal Real Estate Investing
Reed Meyer & Associates
Wfg
Mycore-Benefits
Aliera Healthcare
Co Health Brokers
Roper Insurance
Numerica Analytics
Imagination Makers Theater Company
*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 Reed Meyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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