Joshua
Ayers
Transamerica Financial Advisors, Inc
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About this Advisor
Joshua Ayers is a financial advisor based in Willoughby, Ohio. Ayers currently works for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at T. Rowe Price, Alliance Financial, Ameriprise Financial Services, Inc, Independent Solutions, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Equitable Advisors, Duquesne Light Co and Exelon Corporation. Ayers has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio and Pennsylvania. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in assets across its 59,659 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services are provided. 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
Joshua Ayers Work History
Joshua has been registered as a financial advisor for 0 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Duquesne Light Co
Equitable Advisors
Exelon Corporation
Ameriprise Financial Services, Inc
Independent Solutions
Independent Solutions
T. Rowe Price
Alliance Financial
*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 Joshua Ayers 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
Fort Myers, FL
Rancho Cucamonga, CA
Orem, UT
Braintree, MA
Draper, UT
Englewood, CO
San Antonio, TX
Bridgeport, MI
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