Robert
Pearson

Transamerica Financial Advisors, Inc

CRD#2142858
Investment Advisor
in Portland, OR

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About this Advisor

Robert Pearson is a financial advisor operating out of Portland, Oregon with 11 years of industry experience. Pearson works at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Wfg, Gresham First Baptist, Transamerica Financial Advisors, Inc and Prep4Kids. Pearson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Oregon. Transamerica Financial Advisors, Inc is a company headquartered in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in assets under management across its 59,659 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. The business has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the services provided. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

7421 Sw Bridgeport Rd Suite H-225
Portland, OR 97224

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

OR Average: 62
Total Number of Accounts

59,659

OR Average: 2,474
Average Account Size

$30,430

OR Average: $750,025

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

Robert Pearson Work History

Robert has been registered as a financial advisor for 11 years.*

2016 - Present (8 years)

Prep4Kids

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

Gresham First Baptist

2001 - Present (23 years)

Wfg

*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 Robert Pearson 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

Tarl Reynoso
Orem, UT
Cyler Sanderson
Draper, UT
Qi Dong
Plano, TX
James Shoblo
Colorado Springs, CO
Shih-Sheng Li
Milpitas, CA
Julie Sun
Bellevue, WA
Michael Burns
Braintree, MA
Patrick Dailey
Rancho Santa Margarita, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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