Troy
Spencer
Transamerica Financial Advisors, Inc
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About this Advisor
Troy Spencer is a financial advisor operating in Houston, Texas with a total of 4 years of relevant experience. Spencer is an advisor for Transamerica Financial Advisors, Inc. During their career, Spencer has held roles at Troy R. Spencer, Cpa P.C, Barkington Inn & Pet Resort Inc, Troy Spencer'S Health Services, Proequities, Inc, Barkington Inn And Pet Resort Inc, Troy Spencer, Pc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Texas Homes By Owner Inc and Cte Investments, Inc. Spencer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Transamerica Financial Advisors, Inc is an advisory business operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in assets under management between its 59,659 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of financial services offered. 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
Troy Spencer Work History
Troy has been registered as a financial advisor for 4 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Cte Investments, Inc
Troy Spencer, Pc
Proequities, Inc
Troy Spencer'S Health Services
Barkington Inn And Pet Resort Inc
Texas Homes By Owner Inc
Barkington Inn & Pet Resort Inc
Troy R. Spencer, Cpa P.C
*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 Troy Spencer 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
Braintree, MA
Moorpark, CA
Irvine, CA
Bellevue, WA
Fort Myers, FL
San Antonio, TX
San Antonio, TX
Braintree, MA
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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