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Transamerica Financial Advisors, Inc.

Transamerica Financial Advisors, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46K
      Accounts
    • $22.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3,525

name start date
Jack Roger Feldman
January 2012
Andrew Michael Schaad
January 2012
Thaland Dewitt Logan
September 2015
Robert Daniel Warrington
May 2017
Eric Kwasi Amegashie
October 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Aegon Asset Management Us IAR $95,974,159,980
    Intersecurities Insurance Agency, Inc. -- --
    Transamerica Asset Management, Inc. IAR $74,168,745,058
    Transamerica Capital, Inc. Broker-Dealer --
    Transamerica Investors Securities Corporation Broker-Dealer --
    Transamerica Life Insurance Company -- --
    Transamerica Premier Life Insurance Company -- --
    Transamerica Retirement Advisors, LLC IAR $5,428,131,841

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Brian Beitzel Director, Chief Financial Officer January, 2017 less than 5%
      Karen Barnett Perry Chief Supervisory Officer April, 2017 less than 5%
      Dan Shane Trivers Chief Operations Officer May, 2016 less than 5%
      Brad Broome Mullikin Chief Compliance Officer October, 2016 less than 5%
      John Warren Joseph Director June, 2016 less than 5%
      Scott Toshio Nishimura Director Of Wealth Management May, 2016 less than 5%
      Seth David Miller Director June, 2016 less than 5%
      George Chuwang Chuang Director, President, Ceo & Chairman Of The Board June, 2016 less than 5%
      Teresa Joan Rooney Attorney, Assistant Secretary June, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Commissions