Brian
Levitan
Transamerica Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Levitan is a financial advisor based in Alpharetta, Georgia, working with Transamerica Financial Advisors, LLC. Brian has previously held positions at Wfgia, Transamerica Financial Advisors, Inc, Bay Equity LLC, Real Estate Institute, Homebridge Financial Services, Dmi Financial, Uber Inc, Lyft, Custom Fundraising Solutions, Brian Levitan, Pacific Union Financial, LLC, Inland Home Mortgage, Transformation Financial Inc, Home Town Mortgage, Clearwater Benefits, Bml Property Services, LLC, and Cam Fin LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Georgia, New Jersey, North Carolina, and Texas. Currently, Brian is part of Transamerica Financial Advisors, LLC, which operates out of Alpharetta, Georgia. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Financial Advisors, LLC Brokerage Details
$1,730,669,809
1,054
42,440
$40,779
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Levitan Work History
Bml Property Services, LLC
Cam Fin LLC
Clearwater Benefits
Transamerica Financial Advisors, Inc
Real Estate Institute
Wfgia
Home Town Mortgage
Transformation Financial Inc
Inland Home Mortgage
Lyft
Pacific Union Financial, LLC
Bay Equity LLC
Homebridge Financial Services
Dmi Financial
Custom Fundraising Solutions
Uber Inc
Lyft
Brian Levitan
Disclosures
Please visit the SEC profile of Brian Levitan 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, LLC
Irvine, CA
Waltham, MA
Louisville, KY
Flushing, NY
Flushing, NY
Plano, TX
Fresno, CA
Columbia, MD
The data in this profile was pulled by SmartAsset on 6/4/2025. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
