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Brian Michael Levitan

Transamerica Financial Advisors, Inc.

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About Brian Michael Levitan

Brian Levitan is a financial advisor who has been in the industry since 2009. He is currently registered with Transamerica Financial Advisors, Inc. and has experience in various financial services including insurance and non-insurance products, real estate, and mortgage continuing education. Brian also has experience with Uber, Lyft, and other ride-sharing services. He holds several licenses, including Series 6, 63, 26, and 65. Brian is active in the financial services industry and has a strong track record of providing excellent customer service.

Firm Information

Brian Levitan 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 Levitan’s Registration & Firm History

GA

02/25/2019 - Present

Transamerica Financial Advisors, Inc. (ALPHARETTA GA)

GA

04/12/2002 - 12/31/2004

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

12/07/1998 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

GA

01/09/1996 - 12/31/1997

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 15 public disclosures for Brian Michael Levitan. Review regulatory record here.
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