Phillip
Pardo
Transamerica Financial Advisors, Inc
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About this Advisor
Phillip Pardo is a financial advisor working out of Downers Grove, Illinois who has 11 years of relevant experience. Pardo works at Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at World Financial Group, Inc, Humana, Aetna Health Insurance, Employee Benefit Risk Management Service Inc, The Producers Alliance, All Kids, Transamerica Financial Advisors, Inc, Humana Marketpoint, School Loan 411, LLC, National Corporate Advisors, Inc Dba National Corporate Credit and Legacy Shield Solutions, Inc. Pardo maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois and Texas. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in assets under management between its 59,659 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Transamerica Financial Advisors, Inc offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of financial services provided. However, fees 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
Phillip Pardo Work History
Phillip has been registered as a financial advisor for 11 years.*
Legacy Shield Solutions, Inc
National Corporate Advisors, Inc Dba National Corporate Credit
Humana Marketpoint
Transamerica Financial Advisors, Inc
Aetna Health Insurance
Humana
Employee Benefit Risk Management Service Inc
All Kids
World Financial Group, Inc
School Loan 411, LLC
The Producers Alliance
*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 Phillip Pardo 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
Englewood, CO
Rancho Cucamonga, CA
Cincinnati, OH
Draper, UT
Allentown, PA
Bridgeport, MI
Rancho Santa Margarita, CA
San Antonio, TX
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