Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Fah L
Series 65, Series 63
Dallas, TX
Transamerica Financial Advisors
Fah Leong is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Based in Dallas, TX, Leong has been with Transamerica since 2026 and has prior experience at World System Builders, World Financial Group Insurance Agency, Shorecliffs Golf Management, Texas Radiology Associates, and Mesa Radiology. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of discretionary and non-discretionary program options.
Eric D
Series 63, Series 65
Dallas, TX
Transamerica Financial Advisors
Eric Doan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked in various roles including positions at LegacyShield Solutions, inheritguard, LLC, and Doan Insurance Group, LLC. Outside of advisory work, Doan is involved in estate planning services and insurance sales, including health, vision, and dental insurance enrollment. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutions, providing both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary program options.
Jason N
Series 65, Series 63
Dallas, TX
Transamerica Financial Advisors
Jason Nunez is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Ascension Group Wealth and Insurance and has been involved with Net Law Group Inc., providing online estate planning services. Outside of his advisory role, he serves as Vice President of Membership for the United States Naval Academy Alumni Association North Texas Chapter. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters