Robert AhearnCRD Number: 4505056
Current Firm: Transamerica Financial Advisors, Inc.
Robert Ahearn (CRD# 4505056) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry. Robert Ahearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Jeffrey M Verdon Law Group, LLP||Newport Beach, CA||Dec 2013 - Current||3|
|Transamerica Financial Advisors, Inc.||Los Angeles, CA||Jul 2013 - Current||4|
|California Choice||Orange, CA||Apr 2013 - Current||4|
|Word & Brown||Orange, CA||Apr 2013 - Current||4|
|Roosters, Inc.||Irvine, CA||Sep 2012 - Current||4|
|Ahearn Notary Service||Irvine, CA||Jul 2012 - Current||5|
|Ahearn Law Office||Irvine, CA||Apr 2008 - Current||9|
|World Financial Group, Inc.||Orange, CA||Jul 2013 - Jul 2014||1|
|Princor Financial Services Corp.||Irvine, CA||May 2012 - Jun 2013||1|
|H.d. Vest Advisory Services||Laguna Hills, CA||Mar 2010 - May 2012||2|
|H.d. Vest Investment Services||Laguna Hills, CA||Nov 2009 - May 2012||2|
|Office Of Robert J Ahearn||Woodland Hills, CA||Sep 2008 - May 2012||3|
|Unemployed||Woodland Hills, CA||Apr 2008 - Sep 2008||< 1|
|B&d Advisors||Worcester, MA||Nov 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
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)
- 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
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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