Transamerica Financial Advisors, Inc.

Transamerica Financial Advisors, Inc. (CRD# 16164) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $1,619,430,178 in 45,001 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,619
    MILLION
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Transamerica Financial Advisors, Inc.
Showing 141 - 150 of 1,064 top financial advisors.
141
Patricia Cozine-Cole
CRD#: 2275612
275 Se Pioneer Way, Suite A101, Oak Harbor, WA 98277

Patricia Cozine-Cole (CRD# 2275612) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 31 years of experience in the finance industry.

142
Avi Crane
CRD#: 6947883
17671 Cowan, Irvine, CA 92614

Avi Crane (CRD# 6947883) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Irvine, CA and has over 6 years of experience in the finance industry.

143
Dante Crosa
CRD#: 4759161
11200 Westheimer Rd, Ste# 510, Houston, TX 77042

Dante Crosa (CRD# 4759161) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 20 years of experience in the finance industry.

144
Boyd F. Curtis
CRD#: 4011771
1133 N. Main Street, Suite 229, Layton, UT 84041

Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 24 years of experience in the finance industry.

145
Richard B. Cutler
CRD#: 1498430
149 W. Yokuts Ave., Suite B, Stockton, CA 95207

Richard Cutler (CRD# 1498430) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stockton, CA and has over 27 years of experience in the finance industry.

146
Hong Dai
CRD#: 2774663
8850 Stanford Blvd, Suite 2500, Columbia, MD 21045

Hong Dai (CRD# 2774663) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia, MD and has over 27 years of experience in the finance industry.

147
Patrick K. Dailey
CRD#: 2475693
Rancho Santa Margarita, CA

Patrick Dailey (CRD# 2475693) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Santa Margarita, CA and has over 29 years of experience in the finance industry.

148
Jeffery J. Dancer
CRD#: 2359051
2901 W. Beltline Highway, Suite 200, Madison, WI 53713

Jeffery Dancer (CRD# 2359051) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 8 years of experience in the finance industry.

149
Thu Q. Dang
CRD#: 2847268
12225 Greenville Avenue, Suite 121, Dallas, TX 75243

Thu Dang (CRD# 2847268) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dallas, TX and has over 27 years of experience in the finance industry.

150
Aldwin C. Dauis
CRD#: 2786140
19112 Gridley Road, Suite 105, Cerritos, CA 90703

Aldwin Dauis (CRD# 2786140) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 27 years of experience in the finance industry.

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