Transamerica Financial Advisors, Inc.
Crystal Trotter has extensive experience in financial services, currently serving as Sr. Sales Supervision Principal and Regional OSJ/Regional Branch Manager at Transamerica Financial Advisors, Inc. since January 2015. In this role, Crystal oversees suitability reviews and manages regional operations. Previously, Crystal spent nearly a decade at World Financial Group, where responsibilities included Sr. Field Incentive Associate, partnering with provider companies on business development initiatives, and serving as Commissions Research Analyst and Team Lead for Associate's Services. Crystal is skilled in generating innovative solutions for process improvements in the industry.
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Transamerica Financial Advisors, Inc.
Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), a broker/dealer - Member FINRA, SIPC, and Registered Investment Advisor. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor http://www.finra.org/ http://www.sipc.org Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 116116-0319