Nitame Thomas
Investment adviser representative at Transamerica Financial Advisors, LLC
14 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
14 years in the industry.
- U.S. Department of Labor (dol)Aug 2026 to now
- Northwest Registered AgentMay 2026 to now
- GrowapprisedNov 2025 to now
- Senior Life Insurance CompanyAug 2023 to now
- Champion Health incJun 2023 to now
- Rowlett Area ChamberAug 2022 to now
- Net Law Group IncMar 2022 to now
- Gusto PayrollNov 2020 to now
- Transamerica Financial Advisors, LLCJan 2014 to now
- World Financial Group, Inc.Oct 2013 to now
- Stars United Global OutreachApr 2025 to Jul 2025
- Veterans Health Administration, Dallas Va Medical CenterSep 2022 to Jul 2025
- Greater Mystic Chamber of CommerceMar 2019 to Nov 2021
- Department of the Air Force (air Force Elements)Dec 2018 to Nov 2021
- Department of the NavyMar 2018 to Jun 2018
- ManconMar 2018 to Jun 2018
- Sears Holding CorporationSep 2017 to Dec 2017
- StudentApr 2012 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
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
- 6292104
- Firm CRD
- 16164