Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Landry Thedford is an investment advisor representative with Transamerica Retirement Advisors, LLC. Brian has been in the securities industry since 2015. Brian is currently registered with FINRA and is licensed in 52 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
10/04/2023 - Present
Transamerica Retirement Advisors, LLC (Boerne TX)
TX
06/25/2020 - 08/01/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
12/15/2014 - 05/11/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/27/2013 - 10/01/2013
SECURIAN FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 09/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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