Eric Todd Harris
Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Transamerica Financial Advisors, LLCOct 2021 to now
- World Financial GroupOct 2021 to now
- United Healthcare Independent AgentJul 2017 to now
- Pruco Securities LLCOct 2020 to Apr 2021
- Paulson Investment Company, LLCApr 2017 to Oct 2018
- Self Employed Insurance AgentNov 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2256085
- Firm CRD
- 16164