Elisabeth
Henderson

Transamerica Retirement Advisors, LLC

CRD#6240195
Investment Advisor
in Trinity, FL

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About this Advisor

Elisabeth Henderson is a financial advisor based in Trinity, Florida, working with Transamerica Retirement Advisors, LLC. Elisabeth has previously held positions at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. Elisabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Elisabeth is part of Transamerica Retirement Advisors, LLC, which operates out of Trinity, Florida. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Trinity, FL

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

FL Average: $9,259,360,772
Total Number of Employees

333

FL Average: 166
Total Number of Accounts

160,403

FL Average: 7,189
Average Account Size

$79,051

FL Average: $1,287,990

Investment Advisory Services

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

Elisabeth Henderson Work History

2018 - Present (6 years)

Transamerica Investors Securities Corporation

2018 - Present (6 years)

Transamerica Retirement Solutions

2013 - 2018 (5 years)

Transamerica Retirement Solutions

2013 - 2016 (3 years)

Transamerica Investors Securities Corporation

Disclosures

Please visit the SEC profile of Elisabeth Henderson 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

Ghada El-Gamal
New Brighton, MN
Adam Helm
Brentwood, TN
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
William Ryder
Hudson, WI
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

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