Glenn
Rodney

Transamerica Financial Advisors, Inc

CRD#4625390
Investment Advisor
in Duluth, GA

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About this Advisor

Glenn Rodney is a financial advisor based out of Duluth, Georgia who has 8 years of industry experience. Rodney is on the advisory team at Transamerica Financial Advisors, Inc. The advisor has gained experience at Transamerica Financial Adivsors, Princor Financial Services Corp, Gra Advisory Group, World Financial Group, Inc, Rff Enterprises, LLC, Hgs, Vantage Point Condiminium Association, Inc, Super Inc, Elevate - An Elm Street Technology Solution and Re Technology. Rodney maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Georgia. Transamerica Financial Advisors, Inc is an advisory company that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 people on staff. It administers $2 billion in assets under management across its 59,659 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

6475-A East Johns Crossing
Duluth, GA 30097

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

GA Average: $1,855,561,029
Total Number of Employees

1,235

GA Average: 62
Total Number of Accounts

59,659

GA Average: 2,474
Average Account Size

$30,430

GA Average: $750,025

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

Glenn Rodney Work History

Glenn has been registered as a financial advisor for 8 years.*

2021 - Present (3 years)

Elevate - An Elm Street Technology Solution

2020 - Present (4 years)

Vantage Point Condiminium Association, Inc

2018 - Present (6 years)

Re Technology

2015 - Present (9 years)

Transamerica Financial Adivsors

2015 - Present (9 years)

World Financial Group, Inc

2013 - Present (11 years)

Rff Enterprises, LLC

2022 - 2023 (1 year)

Super Inc

2016 - 2017 (1 year)

Hgs

2010 - 2015 (5 years)

Gra Advisory Group

2006 - 2015 (9 years)

Princor Financial Services Corp

*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 Glenn Rodney 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

Tarl Reynoso
Orem, UT
Cyler Sanderson
Draper, UT
Qi Dong
Plano, TX
James Shoblo
Colorado Springs, CO
Shih-Sheng Li
Milpitas, CA
Julie Sun
Bellevue, WA
Michael Burns
Braintree, MA
Patrick Dailey
Rancho Santa Margarita, 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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