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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-22 |
Branch Locations
4324 Mapleshade Ln., Suite 263, Plano, TX 75093 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drew Chris Labarbera (Self Employed) | Mckinney | TX | 08/1982 | Present |
| Planwealth Financial Services | Mckinney | TX | 09/1983 | Present |
| Champions Edge Development, Llc | Mckinney | TX | 06/2003 | Present |
| Northern Challenge Golf Course | Sherman | TX | 01/2003 | Present |
| World Financial Group, Inc. | Plano | TX | 09/2014 | Present |
| Transamerica Financial Advisors, Inc | Plano | TX | 09/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NORTHERN CHALLENGE GOLF COURSE/DEVELOPMENT PART OWNER STARTED 06/2003 LAND DEVELOPMENT AROUND THE COURSE PLANWEALTH FINANCIAL 2104 GREEN HILL DR MCKINNEY TX NON-INVST RELATED STARTED 1987 OWNER FINANCING, LEASING, MORTGAGES AND FIXED ANNUITIES 20 HOURS PER WEEK DREW CHRIS LABARBERA | 08/1982 | 2104 Green Hill Dr., McKinney, TX 75070 | Sole Proprietorship - owner and selling of health insurance | Not investment related. CHAMPIONS EDGE DEVELOPMENT, LLC | 06/2003 | partner with no current duties and for the development and sale of real estate, investor | investment related |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-29 |
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