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Timothy M Briody

Transamerica Retirement Advisors, LLC

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About Timothy M Briody

Timothy Briody is a financial advisor registered with Transamerica Retirement Advisors, LLC. Timothy has been in the financial services industry for 25 years. The advisor's primary office is located in Woodland Hills, CA. Timothy has passed the Series 66, Series 7TO and SIE exams. The advisor is licensed in 52 states and has experience working with individuals and corporations. Timothy also provides financial planning services.

Firm Information

Timothy Briody is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Timothy Briody’s Registration & Firm History

CA

08/07/2024 - Present

Transamerica Retirement Advisors, LLC (Woodland Hills CA)

CA

01/04/2023 - 08/05/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODLAND HILLS CA)

CA

04/29/2022 - 10/04/2022

NYLIFE SECURITIES LLC (GLENDALE CA)

MI

02/14/2020 - 09/16/2020

EDWARD JONES (DEARBORN MI)

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Licenses & Designations

BOTH

Issued 03/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy M Briody.
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