James Richard Cabral
Investment adviser representative at Transamerica Financial Advisors, LLC
27 yearsExperience
2 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
27 years in the industry.
- Inheritguard, LLCJul 2024 to now
- Senior Life Insurance CompanyAug 2023 to now
- Champion Health, Inc.Jun 2023 to now
- Net Law Group Inc.May 2022 to now
- Wfg DirectAug 2021 to now
- WealthwaveJan 2016 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgiaJun 2001 to now
- Rental IncomeJun 1999 to now
- Lspn Pro, LLCFeb 2023 to Jul 2024
- E Mortgage Capital, Inc.Nov 2022 to Dec 2023
- American Financial Network IncMay 2019 to Oct 2022
- M 7:7 Holdings LLCOct 2018 to Oct 2020
- American Pacific Mortgage dba Central Valley Home Loan GroupFeb 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2572694
- Firm CRD
- 16164