The Right Time To Be Your Own Boss.
The Right Place To Build Your Future.

A unique combination of advantages for business owners.

Transamerica - Become A Rep

For more than 35 years, we’ve been helping entrepreneurs like you succeed as independent Registered Representatives — serving families, businesses and individuals in need of sound financial guidance.

Whether you’re new to the industry, or an experienced financial services professional, TFA is the place for you.

"We offer a level playing field where your chances for success are the same as any of your counterparts."-George Chuang, President, Transamerica Financial Advisors

Take Full Advantage of a Better Model

Where do you belong? You could choose the known quantity of a traditional agency where you'll encounter the limitations employees face. Or you can choose our model. It stands out because of all the ways it empowers you to overcome barriers, serve your clients, and reach your full potential as a business owner.

Transamerica - Be Your Own Boss

58 Percentof people surveyed say they trust strangers more than their own boss.1

Be Your Own Boss

As a business-owner, you're in charge of building your future, not your boss.

Transamerica - Be Your Own Boss

96 Percentof U.S. professionals surveyed report that flexibility is a necessity, but only 47 percent have it.2

Set Your Own Hours

Part-time or full-time — wherever, whenever. Flexibility is a resource with our model.

Transamerica - Be Your Own Boss

53 Percentof Americans are currently unhappy at work, after a recent survey.1

Stay Engaged And Challenged

Enjoy an environment where you can constantly learn, grow, and achieve.

Transamerica - Be Your Own Boss

19 Percentof surveyed American workers are comfortable with their current rate of pay.3

Robust Compensation

Perhaps our top advantage is that there is no income limit to hold you back.

Transamerica - Be Your Own Boss

#1In a recent survey, recognition is the number 1 thing desired from management to inspire them to produce more.1

Be Recognized

Get the acknowledgement that you deserve for your accomplishments.

Transamerica - Be Your Own Boss

58 Percentof managers, in a recent study, said they didn't receive any leadership training.1

Be Motivated

Benefit from other business owners who are incentivized to guide you at every step.

Transamerica - Be Your Own Boss

58 Percentof people surveyed say they trust strangers more than their own boss.1

Be Your Own Boss

As a business-owner, you're in charge of building your future, not your boss.

Transamerica - Be Your Own Boss

96 Percentof U.S. professionals surveyed report that flexibility is a necessity, but only 47 percent have it.2

Set Your Own Hours

Part-time or full-time — wherever, whenever. Flexibility is a resource with our model.

Transamerica - Be Your Own Boss

53 Percentof Americans are currently unhappy at work, after a recent survey.1

Stay Engaged And Challenged

Enjoy an environment where you can constantly learn, grow, and achieve.

Transamerica - Be Your Own Boss

19 Percentof surveyed American workers are comfortable with their current rate of pay.3

Robust Compensation

Perhaps our top advantage is that there is no income limit to hold you back.

Transamerica - Be Your Own Boss

#1In a recent survey, recognition is the number 1 thing desired from management to inspire them to produce more.1

Be Recognized

Get the acknowledgement that you deserve for your accomplishments.

Transamerica - Be Your Own Boss

58 Percentof managers, in a recent study, said they didn't receive any leadership training.1

Be Motivated

Benefit from other business owners who are incentivized to guide you at every step.

1. https://www.forbes.com/sites/davidsturt/2018/03/08/10-shocking-workplace-stats-you-need-to-know/#7c3dd8edf3af
2. https://hbr.org/2018/06/96-of-u-s-professionals-say-they-need-flexibility-but-only-47-have-it
3. http://blog.indeed.com/2018/01/25/salary-report/

Transamerica Financial Advisors - Powerful Business Platform

Leverage Our Powerful Business Platform

We provide the tools and resources to help you navigate this industry so you can focus on building a competitive business that empowers your clients to live well and build wealth. You can start part-time and scale your business at your own pace, as you take advantage of our powerful platform.

The Power Of Choice

Clients have diverse financial needs. That's why we make a wide array of products available from many well-known providers that can help them pursue their goals.

Client Relationship Management (CRM) Tools

Our CRM system, from Salesforce, gives you ready access to vital client information so you can give your clients guidance that’s both suitable and in their best interest.

Training & Marketing Resources

Attend seminars supported by local leadership, money managers and home office representatives. Build your market with approved marketing materials and other tools to use with your clients.

Compliance And Supervisory Support

The industry’s complex regulatory environment can be challenging, but our supervisory structure helps to streamline compliance functions so you can focus on building your business.

Make Way For Success

We pave the way for people of all backgrounds to succeed in this industry.

#1 Independent Broker-Dealer for Women Representatives by InvestmentNews*

Download Our Brochure

*https://www.investmentnews.com/gallery/20180522/FREE/522009996/PH/ibds-with-the-most-female-reps&Params=Itemnr=11

Building a business starts with just 2 steps

There's no better time than today to start building a business as an independent Registered Representative.

Set an Appointment

Step One

Reach Out To Me: 1 (818) 385-1305 Ext 208

We always start with a short phone conversation to learn a little about you, answer your questions, and see if this opportunity is a good fit.

Step Two

Schedule an Appointment

After the phone conversation, we'll schedule an in person meeting to explore the opportunity further and discuss launching your business.