linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Echevarria

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Echevarria

Richard Echevarria is an investment advisor representative with Transamerica Financial Advisors, Inc., registered in both New Jersey and Pennsylvania. Richard has been working in the financial services industry since 2000 and has a broad range of experience, having previously worked with firms such as Park Avenue Securities LLC, Mutual of Omaha Investor Services, Inc., MetLife Securities Inc., and NYLIFE Securities LLC. Richard offers various financial services, including investment advisory services, selection of other advisors, and portfolio management for individuals. Richard has earned the Chartered Financial Consultant designation.

Firm Information

Richard Echevarria 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Echevarria’s Registration & Firm History

NJ

10/15/2019 - Present

Transamerica Financial Advisors, Inc. (CRANFORD NJ)

NY

03/16/2012 - 10/31/2014

PARK AVENUE SECURITIES LLC (MELVILLE NY)

NY

10/27/2009 - 03/15/2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HAUPPAUGE NY)

NY

01/02/2008 - 10/20/2009

METLIFE SECURITIES INC. (HAUPPAUGE NY)

NY

07/03/2002 - 01/04/2008

NYLIFE SECURITIES LLC (MELVILLE NY)

NY

12/05/2000 - 06/18/2002

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

Not sure if Richard Echevarria is right for you?

Licenses & Designations

BC

Issued 01/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/04/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Echevarria.
Not sure if Richard Echevarria is right for you?