Financial ADVSR advisor directory · SEC adviser records
Transamerica Financial Advisors, LLC financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Transamerica Financial Advisors, LLC office in San Antonio, A to Z.
The short answer
5 registered advisors work at Transamerica Financial Advisors, LLC in San Antonio, out of 1,006 at the firm nationwide; it ranks number 68 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Transamerica Financial Advisors, LLC advisors in San Antonio, A to Z
Every Transamerica Financial Advisors, LLC advisor →- Jeffrey D. DossAlso a broker rep
- Gary C. FarmerAlso a broker rep
- Cynthia S. HollandAlso a broker rep
- Julian Ortega IIIAlso a broker rep
- Joseph G. RodriguezCertified Financial Planner · Also 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 San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 126Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Frost Investment Services 86Morgan Stanley 78LPL Financial LLC 75Capital Client Group, Inc. 57Strategic Advisers LLC 57Victory Capital Management Inc. 57Edward Jones 55Ameriprise Financial Services, LLC 46State Farm Investment Management Corp. 42Usaa Investment Services Company 38
Questions
How many financial advisors does Transamerica Financial Advisors, LLC have in San Antonio?
5 investment adviser representatives are registered at Transamerica Financial Advisors, LLC offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,006 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Transamerica Financial Advisors, LLC one of the largest advisor employers in San Antonio?
Transamerica Financial Advisors, LLC ranks number 68 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 126.
How do I check a Transamerica Financial Advisors, LLC advisor in San Antonio?
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.