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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 19 years of industry experience. He is also a certified public accountant and principal of Logan & Associates, P.C., a full-service CPA firm offering tax, accounting, consulting, and auditing services. Outside of his financial advisory and accounting work, he is involved in beef cattle and hay production through 3 L Land And Cattle LLC, where he manages accounting and tax preparation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, serving clients with both discretionary and non-discretionary program options.
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 possessing 28 years of industry experience. He has been with Transamerica since 2012 and is also an author, engaged in book publishing since 2019. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.
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.
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.
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