Diane H Dewolfe
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Diane H Dewolfe? 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
20 years in the industry.
- Transamerica Financial Advisors, IncJan 2012 to now
- Rental PropertyMay 2011 to now
- World Financial Group, Inc.May 2009 to now
- Foxx Business Consulting, IncAug 2002 to now
- Debtmerica LLCSep 2018 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6009729
- Firm CRD
- 16164