Transamerica Financial Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

16164

SEC number

801-38618

Firm type

RIA

Assets under management

$2.1B as of Mar 31, 2026

Website

x.com/TRANSAMERICATFA ↗

Phone

770-248-3271

Address

Two Liberty Place, Philadelphia, PA, 19102

Advisors at this firm

2,043 in our index · page 20 of 41

• Jinyun LinCRD 4869064 · Alviso, CA
  Broker
• Julie H J LinCRD 6137673 · Irvine, CA
  Broker
• Meichen LinCRD 6190621 · Alviso, CA
  Broker
• Phillip Bising LinCRD 2745446 · San Gabriel, CA
  Broker
• Wan-Chieh LinCRD 6590926 · Redwood City, CA
  IA RegisteredBroker
• Yingzhang LinCRD 2869268 · Cherry Hill, NJ
  Broker
• Bryan D LinderCRD 4625403 · Plano, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Chiew Sing LingCRD 4421848 · Richardson, TX
  IA RegisteredBroker
• Jeng Yang LingCRD 5428403 · Houston, TX
  IA RegisteredBroker
• Loretta Kay LinnCRD 2509322 · Cedar Rapids, IA
  Broker
• Anna Yanhong LiuCRD 6221423 · Waltham, MA
  IA RegisteredBroker
• Duan LiuCRD 5440427 · Houston, TX
  Broker
• Junwei LiuCRD 3111230 · West Covina, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Lee-Yin LiuCRD 4678947 · Alviso, CA
  Broker
• Li LiuCRD 6206666 · Buffalo Grove, IL
  Broker
• Liying LiuCRD 3250950 · Cherry Hill, NJ
  Broker
• Peiyi LiuCRD 5302094 · San Jose, CA
  Broker
• Tijiang LiuCRD 6754626 · Plano, TX
  Broker
• Wei LiuCRD 6958746 · Alviso, CA
  Broker
• Yan LiuCRD 6176479 · Alpharetta, GA
  IA RegisteredBroker
• Ying LiuCRD 6124640 · Houston, TX
  Broker
• Zhi-Hong LiuCRD 4696550 · Bridgeport, MI
  IA RegisteredBroker
• Zhiqiang LiuCRD 3098039 · Radnor, PA
  IA RegisteredBroker
• Hong Jiao Jiao LinCRD 4938619 · Piscataway, NJ
  Broker
• Peony LoCRD 6243484 · Columbus, OH
  Broker
• Carl Frazier LoganCRD 3111100 · Lake Mary, FL
  Broker
• Thaland Dewitt LoganCRD 2213399 · Dallas, TX
  IA RegisteredBroker
• Brian James LoiseauCRD 3215821 · Centennial, CO
  IA RegisteredBroker
• Gloria Xu Yunjun LongCRD 5659290 · Bellevue, WA
  IA RegisteredBroker
• Nancy Louise LongCRD 4268090 · Alpharetta, GA
  Broker
• Kim Seah LowCRD 6798917 · Pleasanton, CA
  IA RegisteredBroker
• Anne LuCRD 6867025 · San Jose, CA
  Broker
• Dan LuCRD 6123333 · Morrisville, NC
  Broker
• Hui Yao Stacy LuCRD 4527870 · Saratoga, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sze-Yuan LuCRD 4504308 · Irvine, CA
  Broker
• Peter Joseph LugodiazCRD 3253710 · San Juan, PR
  Broker
• Julie Esther LujanCRD 4230614 · Fountain Valley, CA
  Broker
• Feng LuoCRD 5508192 · San Dimas, CA
  Broker
• Hanh Tuyet LuuCRD 2270816 · Buena Park, CA
  Broker
• Ward Douglas LyonCRD 5449467 · Orange, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Zephrin LahaieCRD 8195693 · Fairfax, VA
  Broker
• Dennis Kok Wai LaiCRD 3225741 · Flushing, NY
  IA RegisteredBroker
• Sue Huey LaiCRD 3230210 · Plano, TX
  Broker
• Yan Tat Alfred LamCRD 7992268 · West Covina, CA
  Broker
• Ronald Kris LandessCRD 8198506 · Pleasanton, CA
  IA RegisteredBroker
• Jane Natalie LandsbergerCRD 4601772 · Plano, TX
  IA RegisteredBroker
• Elvis LanghaCRD 8176460 · Columbia, MD
  IA Registered
• Giriprasad LankipalleCRD 8239877 · San Jose, CA
  Broker
• Daniel LanskeyCRD 6379164 · Centennial, CO
  IA RegisteredBroker
• Sophia LaohasongkramCRD 6475344 · Pasadena, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.