Richard TrasportCRD Number: 3159632
Current Firm: Voya Financial Advisors, Inc.
Richard Trasport (CRD# 3159632) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lakeland, FL and has over 18 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Voya Financial Advisors||Lakeland, FL||Sep 2014 - Current||2|
|Richard Trasport Jr||Lakeland, FL||May 1989 - Current||28|
|Ing Financial Partners, Inc.||Lakeland, FL||Aug 2013 - Sep 2014||1|
|Royal Alliance Associates, Inc.||Lakeland, FL||Aug 2004 - Aug 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV