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Kelli Robbins

Transamerica Retirement Advisors, LLC
7 Years of Experience
New Port Richey, FL
1 DisclosureBroker
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Kelli Robbins is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in New Port Richey, FL, with 7 years of industry experience. Kelli 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 212,722 clients with $19B in assets under management.

Transamerica Retirement Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
306 advisors
Number of Clients
212,722 clients
Average Client Portfolio
$89K average
Assets Under Management
$18.8B

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%

Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.

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

New Port Richey, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2017
Final
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Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
December 2019 - Present · 6 yrs 10 mos
Transamerica Investors Securities, LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
Proequities, INC.Broker
January 2019 - June 2019 · 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
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