Douglas
Smith

Transamerica Retirement Advisors, LLC

CRD#6143046
Investment Advisor
in Farmington Hills, MI

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About this Advisor

Douglas Smith is a financial advisor based in Farmington Hills, Michigan, working with Transamerica Retirement Advisors, LLC. Douglas has previously held positions at Diversified and Diversified Investors Securities Corp. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Douglas is part of Transamerica Retirement Advisors, LLC, which operates out of Farmington Hills, Michigan. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion. The services offered by the firm include 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 63, Series 65

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

Farmington Hills, MI

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

MI Average: $9,259,360,772
Total Number of Employees

333

MI Average: 166
Total Number of Accounts

160,403

MI Average: 7,189
Average Account Size

$79,051

MI 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

Douglas Smith Work History

2012 - Present (12 years)

Diversified

2012 - Present (12 years)

Diversified Investors Securities Corp

Disclosures

Please visit the SEC profile of Douglas Smith 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

Ghada El-Gamal
New Brighton, MN
Joseph Viggiani
Mt. Kisco, NY
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Adam Helm
Brentwood, TN
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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