Andrea ArendCRD Number: 5583782
Current Firm: Transamerica Financial Advisors, Inc.
Andrea Arend (CRD# 5583782) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 9 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Transamerica Financial Advisors, Inc.||Houston, TX||Jan 2012 - Current||6|
|Wfg||Houston, TX||Aug 2008 - Current||9|
|Michelle Arend, Cpa||Houston, TX||Jan 1994 - Current||24|
|Investment Advisors International||Houston, TX||Jan 2009 - Jan 2012||3|
|Wgs||Houston, TX||Sep 2008 - Jan 2012||3|
|Sofoul Financial Inc.||Conroe, TX||Oct 2008 - Nov 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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