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Henry C Balanza

Transamerica Financial Advisors, Inc.

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About Henry C Balanza

Henry C. Balanza is an investment advisor representative at Transamerica Financial Advisors, Inc. located in Fullerton, CA. Henry has been in the industry since February 2003. Henry is registered with FINRA and has a Series 6, 26, 63, and 65 licenses. Henry is also licensed to conduct business in California, Nevada, and Hawaii. In addition to his work with Transamerica Financial Advisors, Inc., Henry also owns and operates a business called Balanza Homes, LLC which provides care and supervision for developmentally disabled adults. Henry is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Henry Balanza 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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Henry Balanza’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Fullerton CA)

CA

02/27/2003 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ANAHEIM CA)

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Licenses & Designations

IA

Issued 06/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry C Balanza.
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