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Timothy M
Series 63, Series 65
Plano, TX
Transamerica Financial Advisors
Timothy Mullaney is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various organizations including WealthWave, NetLaw Inc., and Champion Health, Inc. His outside activities include providing financial education courses through the Heartland Institute of Financial Education and serving as a notary. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.
Jane L
Series 63, Series 65
Plano, TX
Transamerica Financial Advisors
Jane Landsberger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her background includes roles in various sectors such as oil and gas production and estate planning referrals. Outside of her advisory work, she is involved in managing rental properties and holds royalty interests in energy companies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.
Daniel M
Series 63, Series 65
Plano, TX
Transamerica Financial Advisors
Daniel Melander is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His career includes roles at Integrated Trust Systems, Magellan Research Group, WealthWave, and Managed Wealth Financial. He provides consulting and research services part-time to Magellan Research Group and works as a referral sales associate for Integrated Trust Systems on estate planning. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates both as a registered broker-dealer and RIA, supporting various client needs with discretionary and non-discretionary investment programs.
Michael L
Series 63, Series 65
Plano, TX
Transamerica Financial Advisors
Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.
Drew L
Series 63, Series 66
Plano, TX
Transamerica Financial Advisors
Drew Labarbera is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been with Transamerica Financial Advisors since 2014 and has a long career that includes ownership and management roles in several businesses, including a golf course and real estate development. Outside of his advisory work, Labarbera is a part owner of Northern Challenge Golf Course and has been involved in land development around the course. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, delivering advisory services through multiple platforms and a large network of advisors.
Irma S
Series 63, Series 65
Plano, TX
Transamerica Financial Advisors
Irma Sandoval is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has held roles with Colonial Life & Accident Insurance Company, WealthWave, Debtmerica Relief, and Wfgia. Outside of her advisory work, she is involved in administering employee benefits for companies through Colonial Life. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its advisory services.
Nitame T
Series 63, Series 65
Plano, TX
Transamerica Financial Advisors
Nitame Thomas Sr. is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various organizations, including the U.S. Department of Labor and the Veterans Health Administration. He is the founder of Growapprised, a business education company focused on entrepreneurial growth and strategic oversight. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.
Jeanette H
Series 63, Series 65
Plano, TX
Transamerica Financial Advisors
Jeanette Hilton is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her career includes roles at Integrated Trust Systems, WealthWave, and Fannie Mae, among others. Hilton is also involved in several entrepreneurial ventures, including ownership of a publishing business producing books for royalty income and participation in an oil and gas royalty enterprise. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations. The firm offers a variety of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.
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