Terry
Mulhern

Transamerica Financial Advisors, Inc

CRD#7244490
Investment Advisor
in Columbus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Derek Thompson
New York, NY
Yancey Mbolda
Houston, TX
Junwei Liu
West Covina, CA
Jonathan Fonash
Cedar Rapids, IA
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
Sergio Xula
Villa Park, IL
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started