Andrew Jerome Goo
Investment adviser representative at Trueplan Benefit and Retirement Advisors
11 yearsExperience
2 statesRegistered in
$5.1BFirm assets
19 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Healthcare Community Securities Corp.Jan 2020 to now
- Transamerica Investors Securities CorporationJul 2015 to Dec 2019
- Transamerica Retirement SolutionsJun 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Trueplan Benefit and Retirement Advisors
Legal name: Healthcare Community Securities Corporation
$5.1BAssets managed
48Clients
7Advisers
19 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
- 6173624
- Firm CRD
- 36026