Norcross, GA Indian Trail Lilburn Rd. Office

Team
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Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Firm-wide stats for Transamerica Financial Advisors

Total advisors

1,124

Across 279 offices

Clients per advisor

38 Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Transamerica Financial Advisors serves a broad client base that includes individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker‑dealer services: fee‑based wrap programs and model portfolios (TFA365, Transamerica ONE, Transamerica ALPHA), access to third‑party money managers, and commission‑based insurance and brokerage products.

TFA delivers advice through a mix of proprietary model suites (including Transamerica I‑Series) and a range of third‑party model managers, with program choices that can be discretionary (managed on clients’ behalf) or non‑discretionary depending on the platform and manager. As of December 31, 2025, TFA reported roughly $1.66 billion in discretionary AUM and $443.5 million in non‑discretionary AUM, and client relationships are reviewed at least annually with program‑specific trading and custodial arrangements.

Compared with many large enterprise advisers, TFA is distinctive in operating concurrently as a registered broker‑dealer and as an RIA and in maintaining affiliated retirement and recordkeeping entities (e.g., Transamerica Retirement Solutions and related affiliates) that support plan clients. The firm also offers securities‑backed lending and a bank deposit sweep as platform features with disclosed revenue‑sharing arrangements, and it has been subject to SEC and FINRA enforcement settlements in the past decade related to share‑class disclosures, model issues, and supervisory matters.

Based on Transamerica Financial Advisors

Expertise

ESG / Sustainable investing Concentrated stock management Wealth management

Based on Transamerica Financial Advisors

Occupation focus

Founder/Business Owner

Based on Transamerica Financial Advisors

Location

1770 Indian Trail Lilburn Rd., Suite 400

Norcross GA 30093

Advisors at this office

3

Advisors at this office

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Stacie N

Series 65, Series 63

Norcross, GA

Transamerica Financial Advisors

Stacie Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and is also involved in health insurance sales through her own agency since 2014. Additionally, she maintains a role with World Financial Group, Inc., where she has been active since 2010. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with access to proprietary and third-party model portfolios and manages approximately $2.1 billion in assets under management across discretionary and non-discretionary programs.

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

Jameel M

Series 65, Series 63

Norcross, GA

Transamerica Financial Advisors

Jameel Muhammad is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Keystone Advisors and World Financial Group, Inc. Outside of advising, he is involved with WSB Flight Team LLC and LSPN PRO, LLC. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and 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 range of investment programs with discretionary and non-discretionary options.

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

Joseph O

Series 63, Series 65

Norcross, GA

Transamerica Financial Advisors

Joseph Okoronta is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved in several business ventures, including roles as president and part owner in companies focused on accounting and tax services, real estate, and childcare services. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment implementation, offering integrated retirement plan services and affiliated product distribution.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
View complete list of advisors at this office
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