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Robert B. Forney

Transamerica Financial Advisors, Inc.

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About Robert B. Forney

Robert B. Forney is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with Transamerica Financial Advisors, Inc. and is based in Bakersfield, CA. Robert has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Robert is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals. He believes in building long-term relationships with his clients and working closely with them to help them achieve their financial objectives.

Firm Information

Robert Forney 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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Robert Forney’s Registration & Firm History

CA

01/02/2025 - Present

Transamerica Financial Advisors, Inc. (Bakersfield CA)

CA

02/14/2007 - 01/06/2012

WORLD GROUP SECURITIES, INC. (BAKERSFIELD CA)

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Licenses & Designations

IA

Issued 07/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Robert B. Forney. Review regulatory record here.
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