Broker Check

About Transamerica Financial Advisors, Inc

Transamerica Financial Advisors, Inc. and its Transamerica Financial Group Division (TFG), brings investment and professional money management services previously reserved for the very wealthy to middle-income families. Unlike many financial services firms, TFG’s representatives and third-party money managers accept accounts with less than a six-figure investment, allowing Registered Representatives* and Investment Advisor Representatives* to offer these important products and services to middle income families.
TFG works with a team of some of the most well-known product providers and third-party money managers in the industry, giving its representatives the ability to choose appropriate products and services for their clients’ financial circumstances. With the vast options these representatives have at their disposal, clients can be confident that they will be armed with the knowledge, products, and services that can help them weather economic change.


TRANSAMERICA FINANCIAL ADVISORS, INC.

  • Transamerica Financial Advisors, Inc., is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisory firm that has served its clients for more than two decades.
  • Transamerica Financial Advisors regularly reviews and updates product offerings and technology to better serve its clients and representatives.
  • Transamerica Financial Advisors focuses on creating, growing and managing wealth through a range of financial products and services. The company’s vision is to enhance the present and future economic well-being of its clients and representatives.

*Transamerica Financial Group representatives must be properly licensed Registered Representatives and/or Investment Advisor Representatives of TFA to offer securities and/or investment advisory products to clients.

Strengths of Transamerica Financial Group Division

STRENGTH ON YOUR SIDE

Many financial services firms give their representatives the opportunity to build their businesses independently. How many provide the needed resources, education, administrative support and mentorships to help them get there?

As a Transamerica Financial Advisors, Inc., Transamerica Financial Group Division (TFG) representative, you instantly receive the backing of the employees at our locations in St. Petersburg, FL, Cedar Rapids, IA, Los Angeles, CA, and Johns Creek, GA. Here, you are not alone but a part of a large team that is working to help clients make financial decisions that can positively impact their futures.

With the support and resources available through TFG, as well as the assistance available through your team members, focusing on the daily activities to keep your business running - including finding new clients, overseeing operations, developing marketing ideas, and remaining current with compliance issues - is simple. You have the chance to focus on building your business and serving your clients.

At TFG, take advantage of:

  • Outsourced Asset Management
    Our relationships with leading-edge firms help us deliver innovative solutions for your clients.

  • Marketing Services
    TFG hosts a variety of seminars supported by local leadership, third-party money managers, and TFG executives that include approved presentations, advertising and marketing materials.

  • Comprehensive Client Solutions
    Our affiliated companies give you access to a full range of solutions in nearly every sector of financial services.

  • Compliance and Supervisory Support
    TFG’s supervisory structure, which consists of local branch managers and home office staff, streamlines burdensome and time-consuming compliance functions into more simplified processes to help you build your business.

  • Leadership Training and Mentoring Programs
    TFG has some of the most dynamic leaders in the industry, who are ready to offer you a hand to become the best that you can be.