Eric Doan, financial advisor Orlando FL

Eric Doan

CRD Number: 7430333
Current Firm: Transamerica Financial Advisors, Inc.

Eric Doan (CRD# 7430333) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orlando, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lspn Pro, LLC Lindon, UT Apr 2022 - Current < 1
Transamerica Financial Advisors, Inc. Orlando, FL Aug 2021 - Current < 1
Living Secure Insurance Advisor, Inc. Miami, FL Jan 2020 - Current 2
Humana Louisville, KY Aug 2019 - Current 2
World Financial Group, Inc. Orlando, FL Aug 2018 - Current 3
Insurance Nation Miami, FL Oct 2020 - Dec 2021 1
Vineyard Wine Company Lake Mary, FL Sep 2018 - Sep 2020 2
Gravitational Marketing Orlando, FL Sep 2016 - Aug 2018 1
Unemployed Orlando, FL May 2016 - Aug 2016 < 1
Student Orlando, FL Jul 2011 - Apr 2016 4
Universal Orlando Resort Orlando, FL Oct 2014 - May 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2022
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Eric K. Doan
Phone Number: 727-299-1800
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    50,030
    ACCOUNTS
  • Average Account Value
    $35,152
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, WY

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