Janet Herdman Dukes
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
20 years in the industry.
- Transamerica Financial Advisors, IncApr 2022 to now
- Transamerica Agency NetworkMar 2022 to now
- United Financial ServicesMar 2022 to now
- Herdman Dukes LLCJun 2014 to now
- Rental PropertyJan 2006 to now
- Avantax Advisory ServicesMay 2017 to Apr 2022
- Avantax Insurance Agency LLCSep 2013 to Mar 2022
- Avantax Investment Services, Inc.Nov 2012 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, SC).
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
- 6137552
- Firm CRD
- 16164