Terry Scott Mulhern
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Affinity Advisory Network LLCSep 2026 to now
- Transamerica Financial Advisors, IncSep 2021 to now
- Terry S. Mulhern AuthorJan 2021 to now
- Educational Retirement AdvisorsMay 2020 to now
- Transamerica Agency NetworkOct 2019 to now
- United Financial ServicesOct 2019 to now
- Medical Retirement AdvisorsApr 2020 to Jan 2023
- Transamerica Financial Advisors, IncMar 2020 to Jun 2020
- Tsmulhern Art LtdNov 2018 to Dec 2020
- Ares SportswearApr 2016 to Sep 2017
- Graystyne Consulting LLCOct 2011 to Jan 2023
- Graystyne Consulting Self Employed ConsultantJan 2010 to Oct 2019
- Nationwide InsuranceMar 2006 to Mar 2020
- Total Retirement SolutionsMar 2006 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, OH).
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
- 7244490
- Firm CRD
- 16164