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Financial ADVSR advisor directory · SEC adviser records

Transamerica Financial Advisors, LLC financial advisors in Saratoga, CA

Every SEC-registered investment adviser representative at a Transamerica Financial Advisors, LLC office in Saratoga, A to Z.

The short answer

4 registered advisors work at Transamerica Financial Advisors, LLC in Saratoga, out of 1,006 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Transamerica Financial Advisors, LLC advisors in Saratoga, A to Z

Every Transamerica Financial Advisors, LLC advisor →

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 36Houston, TX 33Las Vegas, NV 31Plano, TX 31Portland, OR 29Alpharetta, GA 28Cedar Rapids, IA 26Centennial, CO 26Cincinnati, OH 26Irvine, CA 25Pleasanton, CA 25San Jose, CA 23So. Jordan, UT 23Alviso, CA 22Orange, CA 16

Other firms in Saratoga

All Saratoga advisors →

Saratoga Research & Investment Management 14

Questions

How many financial advisors does Transamerica Financial Advisors, LLC have in Saratoga?

4 investment adviser representatives are registered at Transamerica Financial Advisors, LLC offices in Saratoga, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,006 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Transamerica Financial Advisors, LLC one of the largest advisor employers in Saratoga?

Transamerica Financial Advisors, LLC ranks number 2 in Saratoga by registered advisors; Saratoga Research & Investment Management has the most, with 14.

How do I check a Transamerica Financial Advisors, LLC advisor in Saratoga?

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.