Deborah
Handley-Cordova

Transamerica Financial Advisors, Inc

CRD#2714516
Investment Advisor
in Logan, UT

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About this Advisor

Deborah Handley-Cordova is a financial advisor working out of Logan, Utah with 6 years of industry experience. Handley-Cordova is currently employed by Transamerica Financial Advisors, Inc. During their career, Handley-Cordova has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Avanti, Apria Healthcare and Layton City Police Department. Handley-Cordova has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Utah. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in assets under management among its 59,659 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Transamerica Financial Advisors, Inc provides a wide set 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 advice vary depending on which services the firm provides the client. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

917 West 600 North Ste #108
Logan, UT 84321

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

UT Average: 62
Total Number of Accounts

59,659

UT Average: 2,474
Average Account Size

$30,430

UT 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

Deborah Handley-Cordova Work History

Deborah has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Apria Healthcare

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

World Financial Group, Inc

2017 - 2018 (1 year)

Layton City Police Department

2013 - 2014 (1 year)

Avanti

*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 Deborah Handley-Cordova 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

Jian Qi
Great Neck, NY
Lu Bo
Bellevue, WA
Julie Sun
Bellevue, WA
Himawan Brasali
San Carlos, CA
Diego Conejo
Pasadena, CA
Raul Reyes
Woodland Hills, CA
Chad Tacia
San Antonio, TX
Amanda Ryba
San Jose, 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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