Nasser Afzali
Investment adviser representative at Transamerica Financial Advisors, LLC
42 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
42 years in the industry.
- Simorgh Cultural Society, IncAug 2026 to now
- Caris Pregnancy Counseling and ResourcesMay 2025 to now
- The Promise Land Charities IncDec 2023 to now
- Humana Insurance CoApr 2022 to now
- This Is the Farsi Church In Chicago LandDec 2021 to now
- Health Trust Financial, A Christian Health Care MinistryJul 2018 to now
- Net Law IncMay 2015 to now
- Quality Training Institute, Inc.Oct 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Blue Cross and Blue Shield of IllinoisJun 2009 to now
- Time Insurance Co.Jun 2009 to now
- Illinois MutualMay 2009 to now
- Aetna Ins. CoAug 2004 to now
- Unicare Health Ins.Aug 2004 to now
- Wfg, IaJun 2001 to now
- Accounteque Services IncJan 1984 to now
- Debtmerica ReliefAug 2017 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (IL, NC, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2270384
- Firm CRD
- 16164