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Timothy Paul Mullaney

Investment adviser representative at Transamerica Financial Advisors, LLC
25 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

25 years in the industry.

  1. Heartland Institute of Financial EducationAug 2025 to now
  2. Integrated Trust SystemsSep 2024 to now
  3. Timothy P Mullaney NotarySep 2024 to now
  4. Mullaney FinancialJul 2024 to now
  5. Champion Health, Inc.Jun 2023 to now
  6. Netlaw Inc.Jan 2019 to now
  7. WealthwaveJan 2016 to now
  8. Transamerica Financial Advisors, LLCJan 2012 to now
  9. Timothy P. Mullaney dba Timothy P. MullaneyApr 2009 to now
  10. Mullaney Financial ConsultingSep 2007 to now
  11. WfgiaJun 2001 to now
  12. DebtamericaApr 2018 to Mar 2022
  13. AflacOct 2017 to Jul 2020
  14. Nomad ProductionsMay 2017 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (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
4386070
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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