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Fah L

Series 65, Series 63

Dallas, TX

Transamerica Financial Advisors

Fah Leong is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 credentials. Although new to the industry, they have a background that includes roles at World System Builders and Texas Radiology Associates. Outside of financial services, Fah has been involved with Shorecliffs Golf Management Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering various fee-based and commission-based investment programs supported by proprietary and third-party model portfolios.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Eric D

Series 63, Series 65

Dallas, TX

Transamerica Financial Advisors

Eric Doan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has held roles in several insurance and estate planning-related businesses, including managing Doan Insurance Group, LLC, and involvement with LegacyShield Solutions, Inc. and inheritguard, LLC. His outside activities include work in estate planning education and client communications. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models through discretionary and non-discretionary platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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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 possessing eight years of industry experience. He has been with Transamerica Financial Advisors since 2018 and also serves as an independent contractor with Net Law Group Inc., providing affordable estate planning and legal services. Additionally, he is a member of the United States Naval Academy Alumni Association North Texas Chapter, where he is involved in membership administration and outreach. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with various proprietary and third-party investment programs, operating as both a registered investment adviser and broker-dealer.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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