Eric
Doan
Transamerica Financial Advisors, Inc
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About this Advisor
Eric Doan is a financial advisor working out of Orlando, Florida who has 2 years of relevant experience. Doan is an advisor for Transamerica Financial Advisors, Inc. During their career, Doan has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Universal Orlando Resort, Gravitational Marketing, Vineyard Wine Company, Living Secure Insurance Advisor, Inc, Humana, Insurance Nation, Lspn Pro, LLC, Allied Marketing Insurance, World System Builders (Wsb) and Doan Insurance Group, LLC. Doan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and North Carolina. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in total assets among its 59,659 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually 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
Eric Doan Work History
Eric has been registered as a financial advisor for 2 years.*
Doan Insurance Group, LLC
Lspn Pro, LLC
Transamerica Financial Advisors, Inc
Living Secure Insurance Advisor, Inc
Humana
World Financial Group, Inc
World System Builders (Wsb)
Allied Marketing Insurance
Insurance Nation
Vineyard Wine Company
Gravitational Marketing
Universal Orlando Resort
Student
*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 Eric Doan 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
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Milpitas, CA
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Braintree, MA
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Orem, UT
Bridgeport, MI
Pasadena, CA
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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