Patrick
Calhan
Transamerica Financial Advisors, Inc
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About this Advisor
Patrick Calhan is a financial advisor based in Villa Park, Illinois who has 7 years of relevant experience. Calhan is an advisor for Transamerica Financial Advisors, Inc. Throughout their career, Calhan has worked at Wfg, Neigborhood Sealcoaters, Employee Benefit Risk Management Services-Ebrm, Transamerica Financial Advisors, Inc, Heartland Institute Of Financial Education, Plc Financial Group, Inc, Rental Property, Paramount Adjusters, College Loan Freedom, Lspn Pro, LLC and Wealthwave. Calhan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois and Texas. Transamerica Financial Advisors, Inc is a firm based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It controls $2 billion in assets under management among its 59,659 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 59,659 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs 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 for financial management largely vary depending on the services offered. Fee types billed 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
Patrick Calhan Work History
Patrick has been registered as a financial advisor for 7 years.*
Wealthwave
Lspn Pro, LLC
College Loan Freedom
Transamerica Financial Advisors, Inc
Heartland Institute Of Financial Education
Plc Financial Group,Inc
Wfg
Rental Property
Paramount Adjusters
Employee Benefit Risk Management Services-Ebrm
Neigborhood Sealcoaters
*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 Patrick Calhan 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
San Jose, CA
San Antonio, TX
Plano, TX
Milpitas, CA
Bridgeport, MI
Braintree, MA
Pasadena, CA
Woodland Hills, 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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