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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-17 |
| VA | RA | APPROVED | 2026-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Milpitas | CA | 03/2026 | Present |
| World Financial Group Insurance Agency | Cedar Rapids | IA | 03/2026 | Present |
| Hdbank | Hochiminh | 07/2020 | 07/2025 | |
| Ttc Land | Hochiminh | 03/2019 | 06/2020 | |
| Hoa Lam And Dong Duong Corporation | Hochiminh | 10/2017 | 02/2019 | |
| Vietbank | Hochiminh | 06/2016 | 10/2017 | |
| Unemployed | Mclean | VA | 08/2025 | 02/2026 |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
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