Transamerica Financial Advisors Inc
Legal Name: TRANSAMERICA FINANCIAL ADVISORS, INC.
Full Contact Details
Transamerica Financial Advisors Inc
570 CARILLON PARKWAY, ST PETERSBURG, FL
727-299-1800
800-660-3702
Other Info
Transamerica Financial Advisors, Inc. is a reputable financial advisory firm based in Delaware with 1271 employees, all of whom are in advisory roles. Although the number of clients it serves is unknown, the firm's status as approved by the U.S. Securities and Exchange Commission, with a registration date of May 16, 1991, underscores its long-standing credibility in the industry.
Transamerica Financial Advisors, Inc. | Broker-dealer and registered investment advisor
Transamerica Financial Advisors, Inc. (TFA) is a broker-dealer and registered investment advisor. We help people improve their lifestyle through building their savings, investing in their futures, and preparing for retirement. Become an independent business owner as a TFA independent Registered Repr…
Transamerica I-Series
Home I-Series Investment Strategies About Us Contacts See How I-Series Can Help Your Diversification Get Started with our Online Allocation Worksheet Build A Strategy Transamerica I-Series® is a separately managed account program that seeks to assist clients in meeting their investment goals by pro…
Direct Owners
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AEGON ASSET MANAGEMENT SERVICES, INC.
OWNER owns more than 25% but less than 50%
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AUSA HOLDING, LLC
OWNER owns more than 50% but less than 75%
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BRAD BROOME MULLIKIN
CHIEF COMPLIANCE OFFICER owns less than 5%
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BRIAN BEITZEL
DIRECTOR, CHIEF FINANCIAL OFFICER owns less than 5%
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COMMONWEALTH GENERAL CORPORATION
OWNER owns more than 10% but less than 25%
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DAN SHANE TRIVERS
CHIEF OPERATIONS OFFICER owns less than 5%
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GEORGE CHUWANG CHUANG
DIRECTOR, PRESIDENT, CEO & CHAIRMAN OF THE BOARD owns less than 5%
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JOHN WARREN JOSEPH
DIRECTOR owns less than 5%
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KAREN BARNETT PERRY
CHIEF SUPERVISORY OFFICER owns less than 5%
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SCOTT TOSHIO NISHIMURA
DIRECTOR OF WEALTH MANAGEMENT owns less than 5%
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SETH DAVID MILLER
DIRECTOR owns less than 5%
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TERESA JOAN ROONEY
ATTORNEY, ASSISTANT SECRETARY owns less than 5%
Indirect Owners
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AEGON INTERNATIONAL B.V.
TRUSTEE owns 75% or more
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AEGON NV
OWNER owns 75% or more
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THE AEGON TRUST
OWNER owns 75% or more
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TRANSAMERICA CORPORATION
OWNER owns 75% or more
Firms Located Nearby
News
Top Holdings
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- SPDR SERIES TRUST $8,610k
- VANGUARD CHARLOTTE FDS $8,228k