Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Transamerica Financial Advisors
Location
Stillwater, OK 74074
Credentials
Series 63, Series 65
Industry experience
21 years
Commission on fixed insurance products via WFGIA; normal and customary insurance commissions apply.
Account minimum: $10.00 Minimum fee: TFA365 Advisory Program Strategist Program: $35 Minimum Annual Account Fee (Account Minimum $25,000); TFA365 Advisory Program Separately Managed Account Program: $150 Minimum Annual Account Fee (Account Minimum $100,000); TFA365 Advisory Program 365 Unified Managed Account Program: $35 Minimum Annual Account Fee (Account Minimum $25,000)
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Heartland
2022 - Present (4 years)
World Financial Group, Inc.
2022 - Present (4 years)
Philadelphia American Life Insurance Company
2020 - Present (6 years)
WealthWave
2016 - Present (10 years)
Transamerica Financial Advisors, Inc
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Stillwater, OK
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Stillwater, OK
Edward Jones
CFP®, Series 63, Series 66
Stillwater, OK
Edward Jones
CFP®, Series 63, Series 65
Stillwater, OK
Stillwater Financial
Series 63, Series 66
Perry, OK
Acrylic Financial, Inc.
ChFC®, Series 63, Series 65
Stillwater, OK
TFB Advisors, LLC
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