Transamerica Financial Advisors, Inc.

Transamerica Financial Advisors, Inc. (CRD# 16164) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $969,361,847 in 14,750 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    969
    MILLION
  • Total Number of Accounts
    14,750
    ACCOUNTS
  • Average Account Value
    $65,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Transamerica Financial Advisors, Inc.
Showing 1 - 10 of 1,516 top financial advisors.
1
Jacqueline M. Lakocy
CRD#: 1062098
Mill Valley, CA
101
Wealthminder
score

Jacqueline Lakocy (CRD# 1062098) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mill Valley, CA and has over 21 years of experience in the finance industry. Jacqueline Lakocy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Calvin B. Chambers
CRD#: 1646974
600 N. Rosemead Blvd., Suite 109-c, Pasadena, CA 91107
100
Wealthminder
score

Calvin Chambers (CRD# 1646974) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 30 years of experience in the finance industry.

3
Dorothea S. Cole
CRD#: 3208277
378-a N. Line Street, Columbia City, IN 46725
100
Wealthminder
score

Dorothea Cole (CRD# 3208277) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia City, IN and has over 20 years of experience in the finance industry.

4
Liliana Keth
CRD#: 5140668
2280 Diamond Blvd., Suite 350, Concord, CA 94520
100
Wealthminder
score
Liliana Keth (CRD# 5140668) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Concord, CA and has over 10 years of experience in the finance industry.
5
Marlys A. Nash
CRD#: 6013012
6160 South Syracuse Way, Greenwood Village, CO 80111
100
Wealthminder
score
Marlys Nash (CRD# 6013012) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centennial, CO and has over 6 years of experience in the finance industry.
6
Dale Smothers, MBA
CRD#: 6558938
115 E Main St, Campbellsville, KY 42718
100
Wealthminder
score

R. Dale Smothers (CRD# 6558938) is an Investment Advisor Representative and Financial Planner at the Transamerica Financial Advisors, Inc. located at 115 East Main Street in the Sharlow & Associates CPA building in Campbellsville, KY and has 6 years of experience in the finance industry.

Dale provides comprehensive financial planning to his clients in the most cost efficient way possible in today's market by working with the most highly rated companies and investment vehicles in the industry. Dale's clients get an all-in-one advisor and planner who will be with them every step of the way through their financial journey in life. 

Dale's financial planning services include but are not limited to:

  • Investment Portfolio Advising 
  • Buying/Selling of Stock
  • Small/Large Business: Employee Benefit Planning 
  • Life Insurance Planning 
  • Health Insurance Planning 
  • Strategic Retirement Planning
  • Strategic Asset Allocation Planning 
  • Retierment Income Planning
  • Medicare Planning
  • Medicare Suplement Planning
  • Estate Planning
  • Business and Personal Consulting 
  • Educational Seminars/Workshops 
7
James R. Cabral
CRD#: 2572694
1316 K Street, Suite B, Modesto, CA 95154
98
Wealthminder
score
James Cabral (CRD# 2572694) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 21 years of experience in the finance industry.
8
Beige L. Chen
CRD#: 5923263
5068 W. Plano Parkway, Suite 367, Plano, TX 75093
98
Wealthminder
score

Beige Chen (CRD# 5923263) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 6 years of experience in the finance industry.

9
Boyd F. Curtis
CRD#: 4011771
448 West 800 North, Orem, UT 84057
98
Wealthminder
score

Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 18 years of experience in the finance industry.

10
David D. Hollands
CRD#: 2258165
2000 N. Central Expressway, Suite 218, Plano, TX 75074
98
Wealthminder
score

David Hollands (CRD# 2258165) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 25 years of experience in the finance industry.

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