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Christina N Guevara

Transamerica Financial Advisors, LLC

Frisco, TX

CRD 4581817

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Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-17
CA RA APPROVED 2025-01-02
TX RA APPROVED 2022-07-13
  • NC RA
    APPROVED
    Since 2025-10-17
  • CA RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2022-07-13

Branch Locations

2591 Dallas Pkwy Suite 300 Office 50, Frisco, TX 75034 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Plano TX 03/2002 Present
Rental Property Houston TX 08/2005 11/2016
Cmg & Associates Torrance CA 09/2011 11/2016
Transamerica Financial Advisors Plano TX 01/2012 Present
Gvz & Associates Valencia CA 10/2014 Present
Debtmerica Relief Santa Ana CA 04/2017 03/2022
Dc Capital Partners Inc. Las Vegas NV 12/2016 Present
Student Optimum Services Glendale CA 02/2021 Present
Lspn Pro, Llc Lindon UT 08/2021 Present
Revolution Financial Management Plano TX 01/2023 Present
Prosperity Financial Inc. Rockwall TX 09/2024 Present
Inheritguard, Llc Sheridan WY 09/2025 Present
  • 03/2002 → Present
    Wfg
    Plano, TX
  • 08/2005 → 11/2016
    Rental Property
    Houston, TX
  • 09/2011 → 11/2016
    Cmg & Associates
    Torrance, CA
  • 01/2012 → Present
    Transamerica Financial Advisors
    Plano, TX
  • 10/2014 → Present
    Gvz & Associates
    Valencia, CA
  • 04/2017 → 03/2022
    Debtmerica Relief
    Santa Ana, CA
  • 12/2016 → Present
    Dc Capital Partners Inc.
    Las Vegas, NV
  • 02/2021 → Present
    Student Optimum Services
    Glendale, CA
  • 08/2021 → Present
    Lspn Pro, Llc
    Lindon, UT
  • 01/2023 → Present
    Revolution Financial Management
    Plano, TX
  • 09/2024 → Present
    Prosperity Financial Inc.
    Rockwall, TX
  • 09/2025 → Present
    Inheritguard, Llc
    Sheridan, WY
Previous Registrations
  • 2009-03-13 → 2012-01-06
    Investment Advisors International, Inc.
    Agoura Hills, CA
    Camarillo, CA
    Torrance, CA
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Revolution Financial Management | 01/2023 | marketing | Plano TX | co-brand company | yes investment related LSPN Pro, LLC / 0821-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Referral Partner / Prof. Estate Planning / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Referrals Student Optimum Services / 0221-Present / Investment Related: No / 3455 Ocean View Blvd. Ste. 101 Glendale, CA 91208 / Referral Partner / Debt negotiation / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Referring clients with student loan debt as needed. GVZ & ASSOCIATES, 27772 AVE SCOTT, VALENCIA, CA, PARTNER/OFFICE MANAGEMENT, START 10/2014, NOT INV-REL, 1 HR/WK DC CAPITAL PARTNERS, INC/NOT INVESTMENT RELATED/SECRETARY/12.6.2016/2477 VALLARTA CIRCLE, LAS VEGAS, NV 89121/THIS CORPORATION WAS FORMED TO SEPARATE OUR PERSONAL AND BUSINESS FINANCES. IT DOES NOT ENGAGE IN THE SALES, MARKETING, OR DISTRIBUTION OF ANY PRODUCT OR SERVICE./SEPARATE BUSINESS INCOME AND EXPENSES FROM PERSONAL FINANCES./HOURS.MONTH: 5/HOURS DURING SECURITIES TRADING HOURS: 1 PROSPERITY FINANCIAL INC. POSITION: President NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/27/2024 ADDRESS: 1905 BROKEN LANCE LN, ROCKWALL TX 75032, United States DESCRIPTION: This is a pass through entity for accounting purposes for my WFG Business INHERITGUARD, LLC POSITION: Agent NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/29/2025 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-19
S63 Uniform Securities Agent State Law Examination 2003-09-05
  • S65 Uniform Investment Adviser Law Examination
    2008-09-19
  • S63 Uniform Securities Agent State Law Examination
    2003-09-05
Other Names
  • Christina Guevara
  • Christina N. Guevara
  • Christina N. Ats

View on SEC IAPD

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