Fundraisers / Transamerica Financial Advisors, Inc
FundraiserRegistered broker-dealer
Transamerica Financial Advisors, Inc
FINRA 16164 · placing rounds since Sept 2016
12company rounds placed
2in the last two years, last Dec 2025
$2.5Bsold in the rounds they placed
1.6%typical commission; the median firm takes 4.9%
Named on 12 Form D filings as paid to sell the offering: 12 for operating companies. 2 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4125Q4
What they place
- Insurance85%
- Oil and Gas8%
- Other Technology8%
How big the rounds are
- Under $1M1
- $1M to $5M0
- $5M to $20M0
- $20M to $100M0
- $100M+11
Where the companies are
IN11OH1PA1
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$102M
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$107M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$108M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$113M
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$118M
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$120M
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$129M
Dec 2018Exchangily LLCAgents: Dora TangOther Technology$50k
Dec 2018Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$135M
Dec 2017Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$146M
Dec 2016Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$154M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Dec 2015Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Geoffrey L. Bradley, Thomas E. ReeceInsurance$170M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
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