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Eric Khang Doan

Transamerica Financial Advisors, Inc.

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About Eric Khang Doan

Eric Doan is a registered investment advisor representative with Transamerica Financial Advisors, Inc.. Eric has been in the industry since 2021 and is licensed in Florida, North Carolina and Texas. Eric is a registered investment advisor and a securities representative and has experience in pension consulting and portfolio management for individuals. Eric offers various services to clients, including education on financial matters and estate planning, as well as insurance sales through affiliations with other firms.

Firm Information

Eric Doan is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Doan’s Registration & Firm History

TX

10/15/2024 - Present

Transamerica Financial Advisors, Inc. (DALLAS TX)

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Licenses & Designations

BC

Issued 01/15/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Khang Doan.
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