Robert Forney
Robert Forney is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Modesto, CA, with 19 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
1314 G Street, Modesto, CA, 95354
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2006Criminal
October 1984Other Business ActivitiesSells Insurance
Robert sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also works as a financial educator for the Heartland Institute of Financial Education, dedicating minimal time to this role.
Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations1 state
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
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