Nasser
Afzali

Transamerica Financial Advisors, Inc

CRD#2270384
Investment Advisor
in Oak Brook, IL

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About this Advisor

Nasser Afzali is a financial advisor based in Oak Brook, Illinois, working with Transamerica Financial Advisors, Inc. Nasser has previously held positions at Unicare Health Ins, Accounteque Services Inc, Wfg, Ia, Aetna Ins. Co, Illinois Mutual, Blue Cross And Blue Shield Of Illinois, Time Insurance Co, Transamerica Financial Advisors, Inc, Quality Training Institute, Inc, Net Law Inc, This Is The Farsi Church In Chicago Land, The Promise Land Charities Inc, Debtmerica Relief, Health Trust Financial, A Christian Health Care Ministry, and Humana Insurance Co. Nasser has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, North Carolina, and Texas. Currently, Nasser is part of Transamerica Financial Advisors, Inc, which operates out of Oak Brook, Illinois. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2625 Butterfield Rd Suite 126N
Oak Brook, IL 60523

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

IL Average: $1,855,561,029
Total Number of Employees

1,127

IL Average: 62
Total Number of Accounts

45,001

IL Average: 2,474
Average Account Size

$35,987

IL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nasser Afzali Work History

2023 - Present (1 year)

The Promise Land Charities Inc

2022 - Present (2 years)

Humana Insurance Co

2021 - Present (3 years)

This Is The Farsi Church In Chicago Land

2018 - Present (6 years)

Health Trust Financial, A Christian Health Care Ministry

2015 - Present (9 years)

Net Law Inc

2014 - Present (10 years)

Quality Training Institute, Inc

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2009 - Present (15 years)

Illinois Mutual

2009 - Present (15 years)

Blue Cross And Blue Shield Of Illinois

2009 - Present (15 years)

Time Insurance Co

2004 - Present (20 years)

Unicare Health Ins

2004 - Present (20 years)

Aetna Ins. Co

2001 - Present (23 years)

Wfg, Ia

1984 - Present (40 years)

Accounteque Services Inc

2017 - 2022 (5 years)

Debtmerica Relief

Disclosures

Please visit the SEC profile of Nasser Afzali to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

John Collins
Fishers, IN
Matthew Taske
Cincinnati, OH
Yancey Mbolda
Houston, TX
Lawrence Okechukwu
Houston, TX
Angel Vidal
Port Jefferson Station, NY
Lynn Ruff
South Jordan, UT
Steven Smith
Portland, OR
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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