Morgan William Lineberry
Investment adviser representative at Transamerica Financial Advisors, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Transamerica Financial Advisors, LLCJan 2024 to now
- WfgiaSep 2023 to now
- Kohl's Professional Kicking CampsMay 2009 to now
- Lineberry Kicking LLCMay 2009 to now
- Tata Consultancy ServicesSep 2020 to Sep 2023
- Transamerica Capital Inc.Sep 2020 to Sep 2023
- Park Avenue Securities, LLCApr 2017 to Oct 2019
- Guardian Life Insurance Co of AmericaApr 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 6626372
- Firm CRD
- 16164