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Christopher Hernandez

8 Years of Experience
Camarillo, CA
Broker

Christopher Hernandez is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Camarillo, CA, with 8 years of industry experience. Christopher 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 212,858 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
299 advisors
Number of Clients
212,858 clients
Average Client Portfolio
$76K average
Assets Under Management
$16.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K0.95%
$150K - $1000K0.90%
$1M+0.80%

You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Camarillo, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Transamerica Investors Securities, LLCBroker
February 2026 - Present · 7 mos
Transamerica Retirement Advisors, LLC
February 2026 - Present · 7 mos
Transamerica Investors Securities, LLC
February 2026 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2023 - October 2024 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2023 - October 2024 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2021 - March 2023 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC
October 2021 - March 2023 · 1 yr 5 mos
Comerica Securities
November 2014 - February 2019 · 4 yrs 3 mos
Comerica SecuritiesBroker
November 2014 - February 2019 · 4 yrs 3 mos
LPL Financial LLC
March 2014 - November 2014 · 8 mos
LPL Financial LLCBroker
March 2014 - November 2014 · 8 mos
Morgan Stanley Smith BarneyBroker
February 2012 - May 2012 · 3 mos
State Registrations52 states
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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.
Christopher Hernandez - Financial Advisor | TrueAdvisor