John
Poff

Transamerica Retirement Advisors, LLC

CRD#5358641
Investment Advisor
in Largo, FL

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About this Advisor

John Poff is a financial advisor based in Largo, Florida, working with Transamerica Retirement Advisors, LLC. John has previously held positions at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, John is part of Transamerica Retirement Advisors, LLC, which operates out of Largo, 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 65, Series 63

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

Largo, 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

John Poff Work History

2015 - Present (9 years)

Transamerica Investors Securities Corporation

2014 - Present (10 years)

Transamerica Retirement Solutions

Disclosures

Please visit the SEC profile of John Poff 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

Adam Helm
Brentwood, TN
Alex Adair
Minneapolis, MN
Lynn Pederson
Bloomington, MN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Jennifer Jenson
Peoria, AZ
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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