Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
285 advisors
Number of Clients
212,858 clients
Average Client Portfolio
$76K average
Assets Under Management
$16.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

Apollo Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Abid is an employee at a 7-Eleven franchise since January 2022, performing customer service duties. This requires minimal time.

Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
September 2019 - Present · 6 yrs 5 mos
Transamerica Investors Securities, LLC
August 2019 - Present · 6 yrs 6 mos
Transamerica Investors Securities, LLCBroker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2016 - August 2019 · 3 yrs
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.