Joshua Byrne (CRD# 5614201) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 8 years of experience in the finance industry.
CRD# 3020755
Terra Firma Financial LLC
Score
105
CRD# 5935670
Meridian Investment Partners
Score
103
CRD# 4914715
Rollins Financial Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bk Tool & Design | Kalida, OH | Dec 2013 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Alpharetta, GA | Jan 2012 - Current | 5 |
| Wfg | Alpharetta, GA | Sep 2008 - Current | 9 |
| Dan Wannemacher Construction | Cloverdale, OH | May 2011 - Dec 2013 | 2 |
| Investment Advisors International, Inc. | Alpharetta, GA | Feb 2009 - Jan 2012 | 2 |
| Wgs,inc | Alpharetta, GA | Oct 2008 - Jan 2012 | 3 |
| Unemployed | Kalamazoo, MI | May 2008 - Oct 2008 | < 1 |
| Progressive Stamping ,inc | Ottoville, OH | Aug 2001 - May 2008 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- GA
- OH
-
Total Assets Under Management4,493MILLIONS
-
Total Number of Accounts33,842ACCOUNTS
-
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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
- Other
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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