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Michael B
Series 65, Series 63
Fresno, CA
Transamerica Financial Advisors
Michael Burton is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Nexstar and Paramount, where he has served as a sales manager leading a team responsible for advertising sales on CBS Broadcasting and Paramount Plus streaming services. He is also a member of the Rotary Club of Fresno. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charities, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA, with discretionary and non-discretionary investment program options.
Edward N
Series 63, Series 65
Fresno, CA
Transamerica Financial Advisors
Edward Nicolls is a financial advisor with Transamerica Financial Advisors in Fresno, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with multiple firms, including NRG Advisors, Inc., Legacy Shield, Benefit Mall, and Wfgia. Nicolls also serves as president of NRG Advisors, Inc., where he manages financial record compliance. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, 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 variety of program choices with discretionary and non-discretionary options.
Daniel D
Series 63, Series 65
Fresno, CA
Transamerica Financial Advisors
Daniel Duarte is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has six years of experience in the financial industry and currently serves as a Detentions Deputy at the Kings County Sheriff's Office. Outside of finance, he oversees a trucking company, DM International. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large network of advisors.
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