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Reginald Chandler

19 Years of Experience
Lawrenceville, GA
1 DisclosureBroker

Reginald Chandler is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Lawrenceville, GA, with 19 years of industry experience. Reginald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1071 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Investment management only (planning not offered)
Minimum Annual Fee:$35

Transamerica Financial Advisors (TFA) offers several investment management programs, including:

  • Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
  • Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
  • Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
  • TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
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Location

Lawrenceville, GA

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History

Regulatory History (1)
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Financial
December 2025
Final
Other Business Activities

As an employee of Transamerica Financial Advisors, Reginald may perform home office functions for other business units.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
October 2019 - Present · 6 yrs 7 mos
Transamerica Financial Advisors, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
October 2015 - July 2016 · 9 mos
VALIC Financial Advisors, INC.Broker
October 2015 - March 2016 · 5 mos
Sagepoint Financial, INC.Broker
December 2013 - July 2016 · 2 yrs 7 mos
Fsc Securities CorporationBroker
December 2013 - July 2016 · 2 yrs 7 mos
Royal Alliance Associates, INC.Broker
December 2013 - July 2016 · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2012 - December 2013 · 1 yr 2 mos
Transamerica Financial Advisors, INCBroker
July 2012 - October 2012 · 3 mos
Wells Fargo Advisors, LLCBroker
August 2010 - November 2010 · 3 mos
E*trade Securities LLCBroker
August 2004 - July 2010 · 5 yrs 11 mos
State Registrations8 states
CTGAIAMAMDNJNYVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Reginald Chandler - Financial Advisor | TrueAdvisor