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Transamerica Financial Advisors

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Total assets under management

$1,730,669,809

More info

Total clients

42,249

2% high-net worth

Total advisors

1,054

of 1,054 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

40

Average account size

$40,964

Client services

Portfolio management Selection of other advisers

Fee options

Commissions

Commission on fixed insurance products via WFGIA; normal and customary insurance commissions apply.

Other

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)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Transamerica Financial Advisors

Two Liberty Place, 50 South 16 Th Street, Suite 3700

Philadelphia PA 19102, United States

Number of offices

261

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 770-248-3271

Advisors at this firm

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Dequan T

Series 63, Series 65

Waltham, MA

Transamerica Financial Advisors
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Heather R

Series 63, Series 65

Laurel, MD

Transamerica Financial Advisors
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Joseph G

Series 63, Series 65

Houston, TX

Transamerica Financial Advisors
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Gloria L

Series 63, Series 65

Bellevue, WA

Transamerica Financial Advisors
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Susan K

Series 63, Series 65

So. Jordan, UT

Transamerica Financial Advisors
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Mark O

Series 63, Series 65

Colorado Springs, CO

Transamerica Financial Advisors
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Shawn V

Series 63, Series 65

Murfreesboro, TN

Transamerica Financial Advisors
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James H

Series 63, Series 65

Fairfax, VA

Transamerica Financial Advisors
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David H

Series 63, Series 65

So. Jordan, UT

Transamerica Financial Advisors
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Daniel B

Series 63, Series 65, Series 66

New York, NY

Transamerica Financial Advisors
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Thomas E

Series 66

Riverside, CA

Transamerica Financial Advisors
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Gary W

Series 66

Cedar Rapids, IA

Transamerica Financial Advisors
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Leslie T

Series 63, Series 65

Jacksonville, FL

Transamerica Financial Advisors
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Ronald Z

Series 66

Ocala, FL

Transamerica Financial Advisors
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Thuong N

Series 63, Series 65

Houston, TX

Transamerica Financial Advisors
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