Henry C Balanza
Investment adviser representative at Transamerica Financial Advisors, LLC
27 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
27 years in the industry.
- Chj Enterprises, LLC dba Serentity HomeDec 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Carlino Group, LLCJan 2008 to now
- Fonsie Holdings LLCJan 2008 to now
- Mistique Holdings, LLCJan 2008 to now
- Quinby Capital, LLCJan 2008 to now
- Henmer CorporationDec 2005 to now
- World Financial Group, Inc.Dec 2002 to now
- Balanza Homes, LLCMar 1999 to now
- Destiny Builder 1, LLCJun 2013 to Mar 2020
- Debtmerica Relief ReferralNov 2011 to Feb 2023
- Duval Group, LLCJan 2008 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4623951
- Firm CRD
- 16164