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Transamerica Financial Advisors, LLC CRD 16164
$2.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-09 |
| GA | RA | APPROVED | 2025-04-11 |
| IA | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 04/2025 | Present |
| Wfgia | Cedar Rapids | IA | 04/2025 | Present |
| A. Montag And Associates | Atlanta | GA | 10/2021 | 04/2025 |
| Primerica | Duluth | GA | 06/2014 | 10/2021 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.As employee of Transamerica Financial Advisors, may perform home office functions for other business units.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-18 |
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