Benjamin Paul Affleck
Investment adviser representative at Transamerica Financial Advisors, LLC
15 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
15 years in the industry.
- Prestige Benefits and Insurance LLCSep 2022 to now
- WfgiaSep 2022 to now
- Uber DriverJan 2017 to now
- Uber EatsJan 2017 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Applied General AgencyApr 2022 to Jun 2023
- LyftFeb 2019 to Jun 2023
- Door DashSep 2017 to Jun 2023
- Lpm Virtual ServicesSep 2017 to Jun 2020
- Postmates.comFeb 2017 to Jun 2023
- Clark County School DistrictOct 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (NJ, NV, 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
- 2556216
- Firm CRD
- 16164