Transamerica Financial AdvisorsFIRM
  • Independent B/D and Insurance B/D
  • $10B - $50B AUM
  • 2,500 - 5,000 Advisors
  • St. Petersburg, FL

Transamerica Financial Advisors

We’ve compiled publicly available information on Transamerica Financial Advisors to assist in the education and due diligence process.

Broker Dealer Summary

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Gross Revenue

Total Gross Revenue
$100M - $250M

Gross Revenue Percentage (%)

Commission Revenue
77%
Fee-Based Revenue
23%

Financial Overview

Total Client Account Assets
$10B - $50B
Total Advisory Assets Under Management
$1B - $25B

Corporate Profile

Address
570 Carillon Pkwy.
St. Petersburg, FL 33716
Parent Company
AEGON
CEO
Seth Miller
Head of Recruiting
Tiffany Taylor
Clearing Firm(s)
  • Pershing
RIA Custodians
  • Pershing
Year Founded
1984
Firm Channel
  • Independent B/D
  • Insurance B/D

Broker Dealer Highlights

Net Excess Capital
$5M - $10M
Financial Advisor Employment Contract
W2 and 1099 Independent Contractor
Business Model Supported
  • RIA Only
  • Hybrid Platform
Number of Producing Financial Advisors
2,500 - 5,000

Payouts and Expenses

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