Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Thaland L

Series 63, Series 65

Dallas, TX

Transamerica Financial Advisors

Thaland Logan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has operated several entities including Logan & Associates, P.C., a full-service CPA and accounting firm, and is involved in beef cattle and hay production through 3L Land and Cattle LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Gosby K

Series 65, Series 63

Dallas, TX

Transamerica Financial Advisors

Gosby King Jr. is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He is also an author, having published books since 2019. King has been with Transamerica Financial Advisors since 2012 and has worked with World Financial Group since 2008. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Thu D

Series 63, Series 65

Dallas, TX

Transamerica Financial Advisors

Thu Dang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her background includes roles at several health insurance providers such as Molina Health Care, Aetna, Cigna, BlueCross BlueShield, Friday Health Insurance, and United Health Care. She is involved with the Heartland Institute of Financial Education, a nonprofit focused on promoting financial literacy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a variety of model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Steve L

Series 63, Series 65

Dallas, TX

Transamerica Financial Advisors

Steve Luong is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates as a CPA providing tax preparation services. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem with affiliated entities.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")