Edna Balido Reyes
Investment adviser representative at Transamerica Financial Advisors, LLC
42 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
42 years in the industry.
- Applied General AgencySep 2026 to now
- The Voluntary Benefit ShopDec 2024 to now
- Legacy ShieldOct 2024 to now
- Inheriguard, LLCApr 2024 to now
- Net LawJan 2019 to now
- F3 Insurance Services LLCDec 2017 to now
- Transamerica Financial Advisors, IncJan 2013 to now
- Heartland Institute of Financial EducationJul 2012 to now
- World Financial Group, Ia.Apr 2008 to now
- Reyes - Rental PropertiesAug 2001 to now
- "r" Homes RealtyAug 1984 to now
- Ameritrust MortgageDec 2023 to May 2025
- PhinanceusMar 2023 to Dec 2023
- Lspn Pro, LLCOct 2022 to May 2025
- Newfi Lending WholesaleSep 2020 to Oct 2022
- Clear Edge LendingNov 2019 to Aug 2020
- F3 Tax ServiceOct 2016 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
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
- 6150775
- Firm CRD
- 16164