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Bruce George Brandle

Transamerica Financial Advisors, Inc.

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About Bruce George Brandle

Bruce Brandle is a financial advisor currently registered with Transamerica Financial Advisors, Inc. Bruce has been in the industry since 12/19/1984 and is licensed to conduct business in Colorado. In addition to his role with Transamerica Financial Advisors, Inc., Bruce also owns and operates Bruce G Brandle CPA PC. He is a Certified Public Accountant (CPA) and provides accounting and tax preparation services. Bruce has a Series 7 and Series 65 license. Bruce also provides selection of other advisers, and portfolio management for individuals. Bruce's areas of specialization include financial planning and retirement planning.

Firm Information

Bruce Brandle 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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Bruce Brandle’s Registration & Firm History

CO

01/01/2025 - Present

Transamerica Financial Advisors, Inc. (Centennial CO)

NA

12/19/1984 - 07/10/1989

MULTI-FINANCIAL SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 02/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce George Brandle.
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