What is Transamerica Financial Advisors Inc?
Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent broker-dealer and Registered Investment Advisor with thousands of representatives across the United States who offer products and services from more than 100 separate providers.
Are Transamerica financial Advisors fiduciaries?
In these non-advisor roles, they earn commissions and transaction-based fees, which pose potential conflicts of interest. That said, as an SEC-registered investment advisor, TFA is bound by its fiduciary duty to put clients’ interests first.
What is the rating of Transamerica?
Transamerica Financial Life Insurance Company
| Rating Agency | Rating | Category |
|---|---|---|
| A.M. Best | A | 3rd of 16 Categories |
| Moody’s | A1 | 5th of 21 Categories |
| S&P Global | A+ | 5th of 21 Categories |
What is Transamerica Alpha?
Transamerica® ALPHA is a digital advice program under which clients receive investment portfolio recommendations and discretionary investment management of the assets held in their accounts.
Where is the headquarters of Transamerica?
Cedar Rapids, IATransamerica Corporation / Headquarters
What companies are owned by Transamerica?
Transamerica’s business lines include life, long term care and supplemental health insurance, Transamerica Agency Network, Transamerica Financial Advisors, Inc., World Financial Group, Transamerica’s joint venture in Brazil, MAG Seguros (Mongeral Aegon), annuities, mutual funds, exchange-traded funds, employee benefits …
Is Transamerica a broker?
Transamerica Brokerage Transamerica is a proud leader in wholesale brokerage distribution. We partner with brokerage general agencies, independent marketing organizations, and direct marketers to support their agents in providing protection solutions to clients throughout all life’s ups and downs.
How do you contact Transamerica?
As an alternative, you should give consideration to sending it by U.S. postal service.
- Mailing Address.
- PO Box 189. Cedar Rapids, IA 52406-0189.
- Administrative Office.
- PO Box 189 Cedar Rapids, IA 52406-0189.
- Customer Service.
- 1-800-527-9027. Monday through Friday 8 a.m. – 7 p.m. Central Time.
- Fax Number.
- 1-972-881-4527.
Why choose Transamerica Financial Advisors?
For more than 34 years, Transamerica Financial Advisors has helped clients prepare more and stress less about their financial futures. To pursue your goals, it helps to have access to investment options from the most familiar names in the industry, so you can build a well-rounded portfolio for your specific needs.
What is the Transamerica one wealth management platform?
The most basic is the Transamerica ONE Wealth Management Platform, a wrap-fee program for clients looking for fee-based investment management. TFA also has a variety of third-party money management programs. There is also the ALPHA Digital Investment Program.
Who is the CIO of Transamerica?
Join CIO of Transamerica Asset Management, Inc. Tom Wald as he looks at the markets, the economy, and current events that impact both. What is Behavioral Finance? See how habits and attitudes toward money influence spending and investing decisions, which can impact the ability to save for a home, pay for college, fund retirement, and more.
What is the minimum account size at Transamerica?
The minimum account size varies based on the program you use. The Transamerica ALPHA Program — a digital investment management service — has a minimum account size of just $10. Other programs may require a minimum account size of up to $5,000. A variety of services are available at TFA.