Insights

Strong Market Presence With over 1000 employees and managing more than 10 billion dollars in customer assets, Transamerica Financial Advisors demonstrates significant market reach and client trust, indicating ample opportunity for tailored financial products and services.

Active Investment Strategy Recent investments in assets such as Janus Henderson Securitized Income ETF and Allstate suggest a proactive approach to diversifying portfolios, opening avenues for advanced investment solutions and wealth management offerings.

Leadership Expansion The appointment of Steve Chipman as president reflects a focus on leadership growth, which could be leveraged to introduce new strategic partnerships, leadership coaching, and executive-level financial solutions.

Acquisition and Growth Focus Historical asset sales and adviser acquisitions indicate an active growth and restructuring strategy, presenting opportunities to offer integration services, transition support, and recruiting solutions for organizational expansion.

Technology Stack Utilization The use of advanced web technologies such as Nginx, Imperva, and Webflow highlights a modern digital infrastructure, suggesting potential for cybersecurity, digital transformation, and customer experience enhancement services.

Similar companies to Transamerica Financial Advisors, Inc.

Transamerica Financial Advisors, Inc. Tech Stack

Transamerica Financial Advisors, Inc. uses 8 technology products and services including iCIMS, Drupal, Open Graph, and more. Explore Transamerica Financial Advisors, Inc.'s tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Drupal
    Content Management System
  • Open Graph
    Content Management System
  • Modernizr
    Javascript Libraries
  • Acquia Cloud Platform
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • Apache
    Web Servers
  • OpenResty
    Web Servers

Media & News

Transamerica Financial Advisors, Inc.'s Email Address Formats

Transamerica Financial Advisors, Inc. uses at least 2 format(s):
Transamerica Financial Advisors, Inc. Email FormatsExamplePercentage
First.Last@tfaconnect.comJohn.Doe@tfaconnect.com
98%
Last.First@tfaconnect.comDoe.John@tfaconnect.com
1%
F.Last@tfaconnect.comJ.Doe@tfaconnect.com
1%
First.Last@transamerica.comJohn.Doe@transamerica.com
97%
LastF@transamerica.comDoeJ@transamerica.com
1%
First.L@transamerica.comJohn.D@transamerica.com
1%
FLast@transamerica.comJDoe@transamerica.com
1%

Frequently Asked Questions

Where is Transamerica Financial Advisors, Inc.'s headquarters located?

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Transamerica Financial Advisors, Inc.'s main headquarters is located at Philadelphia, Pennsylvania 19102 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Transamerica Financial Advisors, Inc.'s phone number?

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You can contact Transamerica Financial Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Transamerica Financial Advisors, Inc.'s official website and social media links?

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Transamerica Financial Advisors, Inc.'s official website is tfaconnect.com and has social profiles on LinkedIn.

What is Transamerica Financial Advisors, Inc.'s SIC code NAICS code?

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Transamerica Financial Advisors, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Transamerica Financial Advisors, Inc. have currently?

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As of May 2026, Transamerica Financial Advisors, Inc. has approximately 1.7K employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. W.Chief Operations Officer: R. C.Chief Financial Officer: B. B.. Explore Transamerica Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Transamerica Financial Advisors, Inc. belong to?

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Transamerica Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Transamerica Financial Advisors, Inc. use?

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Transamerica Financial Advisors, Inc.'s tech stack includes iCIMSDrupalOpen GraphModernizrAcquia Cloud PlatformGoogle Tag ManagerApacheOpenResty.

What is Transamerica Financial Advisors, Inc.'s email format?

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Transamerica Financial Advisors, Inc.'s email format typically follows the pattern of First.Last@tfaconnect.com. Find more Transamerica Financial Advisors, Inc. email formats with LeadIQ.

When was Transamerica Financial Advisors, Inc. founded?

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Transamerica Financial Advisors, Inc. was founded in 1984.

Transamerica Financial Advisors, Inc.

Financial ServicesPennsylvania, United States1001-5000 Employees

Transamerica Financial Advisors, Inc. operates in the financial services industry as a full-service, independent broker-dealer and registered investment adviser. The company is headquartered in Philadelphia, Pennsylvania, and employs between 1,001 and 5,000 people. It serves clients nationwide through branch offices with more than 3,300 registered representatives. Securities and investment advisory services are offered through Transamerica Financial Advisors, LLC, a broker-dealer that is a member of FINRA, SIPC, and MSRB, and federally registered as an investment adviser. The firm handles more than $10 billion in customer assets. The corporate overview describes a model that combines the resources of a large corporation with the personalized service of a smaller firm.

Section iconCompany Overview

Headquarters
Philadelphia, Pennsylvania 19102 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Transamerica Financial Advisors, Inc.'s revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Transamerica Financial Advisors, Inc.'s revenue is estimated to be in the range of $1B$10B

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