Terry
Mulhern

Transamerica Financial Advisors, Inc

CRD#7244490
Investment Advisor
in Columbus, OH

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About this Advisor

Terry Mulhern is a financial advisor based in Columbus, Ohio, working with Transamerica Financial Advisors, Inc. Terry has previously held positions at Transamerica Financial Advisors, Inc, Transamerica Agency Network, Graystyne Consulting Self Employed Consultant, Ares Sportswear, Jegs Automotive, Total Retirement Solutions, Nationwide Insurance, Tsmulhern Art LTD, Graystyne Consulting LLC, Terry S. Mulhern Author, Educational Retirement Advisors, Medical Retirement Advisors, and United Financial Services. Terry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Ohio. Currently, Terry is part of Transamerica Financial Advisors, Inc, which operates out of Columbus, Ohio. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1025 Dublin Road Suite 100
Columbus, OH 43215

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

OH Average: $1,855,561,029
Total Number of Employees

1,127

OH Average: 62
Total Number of Accounts

45,001

OH Average: 2,474
Average Account Size

$35,987

OH Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Terry Mulhern Work History

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

Terry S. Mulhern Author

2020 - Present (4 years)

Educational Retirement Advisors

2020 - Present (4 years)

Educational Retirement Advisors

2019 - Present (5 years)

Transamerica Agency Network

2019 - Present (5 years)

United Financial Services

2020 - 2020 (< 1 year)

Transamerica Financial Advisors, Inc

2020 - 2023 (3 years)

Medical Retirement Advisors

2018 - 2020 (2 years)

Tsmulhern Art LTD

2016 - 2017 (1 year)

Ares Sportswear

2016 - 2017 (1 year)

Ares Sportswear

2014 - 2015 (1 year)

Jegs Automotive

2014 - 2015 (1 year)

Jegs Automotive

2011 - 2023 (12 years)

Graystyne Consulting LLC

2010 - 2019 (9 years)

Graystyne Consulting Self Employed Consultant

2006 - 2019 (13 years)

Total Retirement Solutions

2006 - 2020 (14 years)

Nationwide Insurance

Disclosures

Please visit the SEC profile of Terry Mulhern 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

Junwei Liu
West Covina, CA
Gregory Clingerman
Dayton, OH
Steven Smith
Portland, OR
Sergio Xula
Villa Park, IL
Angel Vidal
Port Jefferson Station, NY
Derek Thompson
New York, NY
Jonathan Fonash
Cedar Rapids, IA
Stephen Short
Ontario, CA

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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