Edna Reyes
Edna Reyes is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Concord, CA, with 13 years of industry experience. Edna 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
2280 Diamond Blvd., Suite 350, Concord, CA, 94520
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Regulatory History (1)
Financial
February 2019Other Business ActivitiesSells Insurance
Edna sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. She also works as an insurance agent offering group life insurance, and is involved in real estate sales and rental properties, as well as estate planning services.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
State Registrations6 states
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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