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

Company rounds Everything, funds and real estate too

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

Oct 2015Healthcare Portfolio DSTAgents: Mitchal D. O'Hare, Sigrid A. DaugaardOther Real Estate$18M

Mar 2012Winston-Salem Office DSTAgents: David H. HatchOther Real Estate$2.0M

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 Lion Street Financial12 rounds together LPL Financial LLC12 rounds together M Holdings Securities Inc.12 rounds together Kestra Investment Services LLC12 rounds together Securities America, Inc.12 rounds together

Founders who worked with them

No one has said so yet.

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