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Teng D

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Teng Dante is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including tax preparation and estate planning services. His business activities include providing tax preparation assistance and offering bundled professional services related to estate planning. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem supported by multiple program platforms.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Supra Plows is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Transamerica since 2012 and has also worked as an instructor at the Heartland Institute of Financial Education. Outside of his advisory role, he is an author of an e-book titled *A Simple Guide to Financial Health for Single Moms* and offers teaching on Biblical healing through social media platforms. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Scott Miller is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 registrations with two years of industry experience. He has been associated with multiple firms since 2023, including First Command Brokerage Services and WealthWave. Miller serves as a board member of the California International Clay Target Shooters Association, a nonprofit organization promoting Olympic shotgun shooting. 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 through proprietary and third-party model portfolios, providing a range of discretionary and non-discretionary investment programs.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Richard Moore is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms, including LegalShield and Prestige Benefits & Insurance. Outside of his advisory work, he is an author who writes about local history and serves as president of a local Toastmasters International club. Transamerica Financial Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, access to third-party money managers, and commission-based insurance and brokerage products.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Kenneth Young IV is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. Although he has no prior years of industry experience, he is involved in various business activities including managing operations for HOTWORX, a sauna workout facility, and serving as an agent for Champion Health, a clinical preventive healthcare program. He also holds leadership roles in several other ventures and provides estate planning referrals through Netlaw Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers. The firm operates an integrated retirement plan ecosystem and offers multiple program platforms such as Transamerica ONE and TFA365.

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

Series 65, Series 63

Las Vegas, NV

Transamerica Financial Advisors

Nathan Elser is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has been affiliated with Transamerica since 2022 and also has professional involvement in real estate sales through Keller Williams Realty and Viking REI. Additionally, he uses an estate planning tool from Netlaw, Inc. to assist his financial advisory clients. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Carroll Beeson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held positions with organizations including World Financial Group, Melaleuca, and Sagepoint Financial. Outside of his advisory work, Beeson provides mediation services to individuals undergoing amicable marital transitions through his own mediation practice. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm combines proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Gregory Sheets is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His career includes roles at several firms such as WealthWave and Champion Health, Inc., where he has been involved in marketing and health insurance programs. Sheets is also engaged in hospitality consulting in Las Vegas. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio investment approach supported by third-party managers and offers multiple advisory programs alongside affiliated retirement plan services.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Anita Petty is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having one year of industry experience. Her background includes roles with multiple entities, including InheritGuard, LLC and Peregrine Shores, LLC. Outside of advising, she is a resilience coach and author, offering an online course and coaching related to resiliency through her business, Leading Edge Ventures, LLC. 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 primarily utilizes model portfolios and third-party managers for investment implementation and offers a range of program platforms to serve its clients.

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