Elizabeth
Erickson

Transamerica Retirement Advisors, LLC

CRD#2039415
Investment Advisor
in Westford, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elizabeth Erickson is a financial advisor operating in Westford, Massachusetts who has 2 years of industry experience. Erickson is currently employed by Transamerica Retirement Advisors, LLC. Over the course of their career, they have held roles at Cuna Brokerage Services, Inc, Cuna Mutual Group, Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. Erickson maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Transamerica Retirement Advisors, LLC is a registered investment company that has its headquarters in Saint Paul, MN. It has offices in 20 locations and a total of 311 people on staff. It controls $10 billion in assets under management across its 147,144 client accounts, placing it among the largest firms in the nation by assets under management. The business performs a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Transamerica Retirement Advisors, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Westford, MA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

MA Average: $5,289,111,388
Total Number of Employees

311

MA Average: 157
Total Number of Accounts

147,144

MA Average: 8,262
Average Account Size

$70,371

MA Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Elizabeth Erickson Work History

Elizabeth has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Transamerica Retirement Solutions

2016 - Present (8 years)

Transamerica Investors Securities Corporation

2009 - 2016 (7 years)

Cuna Brokerage Services, Inc

2009 - 2016 (7 years)

Cuna Mutual Group

*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 Elizabeth Erickson 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

Jasmine Gregg
Lewisville, TX
Jesus Osorio Martinez
Woodstock, GA
Sheila Gindhart
Mukwonago, WI
Andrew Rizk
San Diego, CA
Brett Weston
Palm Coast, FL
Jonathan Velez
Saint Petersburg, FL
Steven Beller
Macomb, MI
Martha Reynoso
Tolleson, AZ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started