Zhasmen Atamyan
Investment adviser representative at Transamerica Financial Advisors, LLC
24 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
24 years in the industry.
- Rental PropertySep 2021 to now
- In-home Supportive ServicesDec 2018 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Health InsuranceSep 2009 to now
- Anthem Blue CrossAug 2009 to now
- Revolution Financial ManagementJul 2004 to now
- World Financial GroupJul 2004 to now
- State of CaliforniaJan 2002 to now
- Postmates Inc (delivery)Jun 2020 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4865854
- Firm CRD
- 16164