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Brian James Loiseau

Transamerica Financial Advisors, Inc.

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About Brian James Loiseau

Brian Loiseau is an Investment Advisor Representative with Transamerica Financial Advisors, Inc., a firm that has been in business since 1999. Brian has been in the industry since 1999 and holds Series 6, 63, 26, and 65 licenses. Brian provides financial planning and portfolio management services to individual and institutional clients. Brian is registered to provide financial services in 28 states. Brian is a member of the Panorama Management LLC that manages the WFG and TFA offices for multiple agents. Brian is also involved in Executive Planning Strategies, Inc, a tax consulting and review firm.

Firm Information

Brian Loiseau is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Loiseau’s Registration & Firm History

CO

01/20/2015 - Present

Transamerica Financial Advisors, Inc. (Centennial CO)

CO

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)

GA

05/04/1999 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/03/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian James Loiseau.
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