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Andre Muhammad

Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.1BFirm assets

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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

20 years in the industry.

  1. Cedar Hill Regional Medical CenterMar 2026 to now
  2. Washington RadiologyFeb 2025 to now
  3. White Oak Medical CenterAug 2024 to now
  4. Transamerica Financial Advisors, IncApr 2024 to now
  5. WfgiaApr 2024 to now
  6. Anne Arundel Medical CenterMay 2022 to now
  7. Akumin Medical ImagingFeb 2021 to now
  8. Senior Market SalesMar 2020 to now
  9. Hereafter Properties, LLC Andre MuhammadOct 2006 to now
  10. ExcelsiaFeb 2025 to Jul 2025
  11. Sequent Planning, LLCFeb 2023 to Mar 2024
  12. Adventist HospitalAug 2016 to Sep 2020
  13. Bayview Medical CenterMay 2013 to Aug 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (MD).

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
3168497
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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