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Timothy James Rodney

Transamerica Financial Advisors, Inc.

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About Timothy James Rodney

Timothy Rodney is an Investment Advisor Representative at Transamerica Financial Advisors, Inc. Timothy is a Registered Investment Advisor Representative with a Series 65 license. Timothy is currently registered with the state of California. Timothy has been in the financial services industry for over 15 years. Timothy's current firm, Transamerica Financial Advisors, Inc., manages over $1 Billion in assets. Timothy provides financial planning and portfolio management for individuals. In addition, Timothy is an Enrolled Agent, providing tax preparation and filing services since 2006.

Firm Information

Timothy Rodney 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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Timothy Rodney’s Registration & Firm History

CA

10/04/2019 - Present

Transamerica Financial Advisors, Inc. (BREA CA)

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Licenses & Designations

IA

Issued 10/07/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Rodney.
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