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Azar Safari Azarpour

Investment adviser representative at Transamerica Financial Advisors, LLC
22 yearsExperience
1 stateRegistered 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

22 years in the industry.

  1. Sriya Dxl LLC, Sriya AiFeb 2023 to now
  2. Dream Builder FinancialJan 2021 to now
  3. Health Insurnace ServicesFeb 2015 to now
  4. Transamerica Financial Advisors, IncJan 2012 to now
  5. WfgApr 2004 to now

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (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
4821826
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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