Joshua Ayers
Joshua Ayers is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Kirtland, OH, with 4 years of industry experience. Joshua 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
9165 Chillicothe Rd, Kirtland, OH, 44094
Get directionsHistory
Regulatory History (5)
Financial
July 2023Financial
June 2023Financial
June 2023Financial
June 2023Financial
June 2023Other Business ActivitiesSells Insurance
Joshua sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also a union representative for Duquesne Light Company, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Equitable Advisors, LLCBroker
Ameriprise Financial Services, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations3 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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