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Eric Todd Harris

Transamerica Financial Advisors, Inc.

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About Eric Todd Harris

Eric Todd Harris is a financial advisor with Transamerica Financial Advisors, Inc. in Clearwater, Florida. Eric has been working in the financial services industry since 1993 and has held registrations with several other firms including PRUCO SECURITIES, LLC., Paulson Investment Company LLC, and MetLife Securities Inc. Eric holds Series 6, Series 63 and SIE licenses. Eric is a licensed Medicare/Health agent with United Healthcare. Eric specializes in helping individuals with their retirement planning needs. Eric also assists clients with investment planning and portfolio management.

Firm Information

Eric Harris 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 Harris’s Registration & Firm History

FL

10/12/2021 - Present

Transamerica Financial Advisors, Inc. (Clearwater FL)

FL

10/28/2020 - 04/23/2021

PRUCO SECURITIES, LLC. (TAMPA FL)

FL

05/02/2017 - 10/30/2018

PAULSON INVESTMENT COMPANY LLC (Tampa FL)

FL

03/03/1993 - 12/23/2015

METLIFE SECURITIES INC. (TAMPA FL)

FL

03/03/1993 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)

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Licenses & Designations

BC

Issued 09/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Todd Harris. Review regulatory record here.
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