Financial ADVSR advisor directory · SEC adviser records
Transamerica Financial Advisors, LLC financial advisors in Fresno, CA
Every SEC-registered investment adviser representative at a Transamerica Financial Advisors, LLC office in Fresno, A to Z.
The short answer
4 registered advisors work at Transamerica Financial Advisors, LLC in Fresno, out of 1,006 at the firm nationwide; it ranks number 27 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Transamerica Financial Advisors, LLC advisors in Fresno, A to Z
Every Transamerica Financial Advisors, LLC advisor →- Michael R. BurtonInvestment adviser rep
- Daniel R. DuarteAlso a broker rep
- Sepehr MansuriAlso a broker rep
- Wei Ping XianAlso a broker rep
Transamerica Financial Advisors, LLC advisors in every city and state →Transamerica Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Transamerica Financial Advisors, LLC advisors in other cities
Bellevue, WA 37Houston, TX 34Plano, TX 32Las Vegas, NV 30Portland, OR 29Alpharetta, GA 28Centennial, CO 27Cedar Rapids, IA 25Cincinnati, OH 25Irvine, CA 25Alviso, CA 23Pleasanton, CA 23San Jose, CA 23So. Jordan, UT 23Orange, CA 16
Other firms in Fresno
All Fresno advisors →LPL Financial LLC 80Wells Fargo Clearing Services, LLC 59Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Ameriprise Financial Services, LLC 20Wells Fargo Advisors Financial Network, LLC 11Commonwealth Financial Network 10Eagle Strategies LLC 10Osaic Wealth, Inc. 10Principal Securities, Inc. 10RBC Capital Markets, LLC 10Charles Schwab & Co., Inc. 7
Questions
How many financial advisors does Transamerica Financial Advisors, LLC have in Fresno?
4 investment adviser representatives are registered at Transamerica Financial Advisors, LLC offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,006 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Transamerica Financial Advisors, LLC one of the largest advisor employers in Fresno?
Transamerica Financial Advisors, LLC ranks number 27 in Fresno by registered advisors; LPL Financial LLC has the most, with 80.
How do I check a Transamerica Financial Advisors, LLC advisor in Fresno?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Transamerica Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.