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Bryan D Linder

Investment adviser representative at Transamerica Financial Advisors, LLC
24 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

24 years in the industry.

  1. NewlawJul 2025 to now
  2. Linder Legacy Group, LLCMay 2014 to now
  3. Transamerica Financial Advisors, IncJan 2012 to now
  4. WfgiaDec 2002 to now
  5. Inter VivosSep 2021 to Jul 2025
  6. New Era Life Ins Companies, Philadelphia Life Health Ins OnlyOct 2020 to Mar 2022
  7. Dominic General LLCJan 2019 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 3 states (GA, 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
4625403
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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