Tiffany Morgan
Investment adviser representative at Transamerica Financial Advisors, LLC
19 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Tiffany Morgan? Claim your profile
Contact this firm
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
19 years in the industry.
- Managed Wealth FinancialJan 2018 to now
- Perpetual Legacy Financial LLCMay 2012 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- WfgiaFeb 2007 to now
- Debtmerica ReliefNov 2011 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 5285977
- Firm CRD
- 16164