Heidi
Furlong
Transamerica Retirement Advisors, LLC
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About this Advisor
Heidi Furlong is a financial advisor operating out of Saint Paul, Minnesota with a total of 7 years of industry experience. Furlong works at Transamerica Retirement Advisors, LLC. During their career, Furlong has held roles at Transamerica Financial Advisors, Inc, Transamerica Retirement Management and Transamerica Investors Securities Corporation. Furlong maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Minnesota. Transamerica Retirement Advisors, LLC is a financial advisory company operating out of Saint Paul, MN. It has offices in 20 locations and a total of 311 advisors. It oversees $10 billion in assets between its 147,144 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Transamerica Retirement Advisors, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by Transamerica Retirement Advisors, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Heidi Furlong Work History
Heidi has been registered as a financial advisor for 7 years.*
Transamerica Investors Securities Corporation
Transamerica Retirement Management
Transamerica Financial Advisors, Inc
*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 Heidi Furlong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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