# Transamerica Financial Advisors, Inc: fundraiser

> Transamerica Financial Advisors, Inc placed 12 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/transamerica-financial-advisors-inc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Transamerica Financial Advisors, Inc

Fundraiser Registered broker-dealer

# Transamerica Financial Advisors, Inc

FINRA 16164 · placing rounds since Sept 2016

**12** company rounds placed

**2** in the last two years, last Dec 2025

**$2.5B** sold 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.

**1** 23Q4 **1** 24Q4 **1** 25Q4

## What they place

- Insurance **85%**
- Oil and Gas **8%**
- Other Technology **8%**

## How big the rounds are

- Under $1M **1**
- $1M to $5M **0**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **11**

## Where the companies are

**IN** 11 **OH** 1 **PA** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/transamerica-financial-advisors-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/transamerica-financial-advisors-inc?show=all)

Filed Issuer Industry Sold

Dec 2025 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$102M**

Dec 2024 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$107M**

Dec 2023 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$108M**

Dec 2022 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$113M**

Dec 2021 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$118M**

Dec 2020 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$120M**

Dec 2019 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$129M**

Dec 2018 Exchangily LLC Agents: Dora Tang Other Technology **$50k**

Dec 2018 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$135M**

Dec 2017 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$146M**

Dec 2016 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$154M**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

Dec 2015 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Geoffrey L. Bradley, Thomas E. Reece Insurance **$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.

[**ProEquities, Inc.** 12 rounds together](https://millionrounds.com/providers/proequities)[**Lion Street Financial** 12 rounds together](https://millionrounds.com/providers/lion-street-financial)[**LPL Financial LLC** 12 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**M Holdings Securities Inc.** 12 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Kestra Investment Services LLC** 12 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Securities America, Inc.** 12 rounds together](https://millionrounds.com/providers/securities-america-inc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

## Is this Transamerica Financial Advisors, Inc?

Claim the page to describe your work in your own words. Free.

[Claim this page](https://millionrounds.com/providers/join?kind=fundraiser)[All fundraisers](https://millionrounds.com/fundraisers)