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Ryan David Allaire

Transamerica Financial Advisors, Inc.

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About Ryan David Allaire

Ryan Allaire is an investment advisor representative associated with Transamerica Financial Advisors, Inc. Ryan is a registered investment advisor representative in Nevada. Ryan is also a registered investment advisor representative in Nevada. Ryan is licensed to offer securities and investment advisory services. Ryan holds the Series 63, Series 65, and Series 6TO licenses. Ryan has been in the financial industry for 10 years and has experience in providing financial planning services to individuals and businesses. Ryan's areas of expertise include investment planning, retirement planning, college savings, and estate planning.

Firm Information

Ryan Allaire 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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Ryan Allaire’s Registration & Firm History

NV

01/01/2025 - Present

Transamerica Financial Advisors, Inc. (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 02/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2022

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

BC

Issued 05/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan David Allaire.
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