Andrew George Rizk

Transamerica Retirement Advisors, LLC

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Transamerica Retirement Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

285 advisors

Number of Clients

212,858 clients

Average Client Portfolio

$76K average

Assets Under Management

$16.2B

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Location

Poway, 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.

Employment History

Current Registrations

Transamerica Investors Securities, LLC

December 2021 - Present · 4 yrs 2 mos

Transamerica Retirement Advisors, LLC

December 2021 - Present · 4 yrs 2 mos

Transamerica Investors Securities, LLCBroker

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Advised Assets Group, LLC

September 2016 - December 2021 · 5 yrs 3 mos

Gwfs Equities, INC.Broker

July 2016 - December 2021 · 5 yrs 5 mos

AXA Advisors, LLCBroker

June 2013 - July 2015 · 2 yrs 1 mo

State Registrations3 states

CANVTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.