disclosureS

Download disclosures below. Contact your TFA financial professional with questions.

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Customer Relationship Summary (CRS) Form

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TFA Regulation Best Interest Disclosure

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Client Brokerage Account Fee Schedule

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Notice of Privacy Policy

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ADV Part 2A

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ADV, Part 2A Appendix 1 (Transamerica APEX Wrap Fee Program Brochure)

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ADV Part 2A – Appendix, TFA ONE Wealth Management Platform Brochure

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ADV Part 2A – Appendix, TFA ALPHA Wrap Fee Brochure

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Social Media Disclosures

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Revenue Sharing Arrangements and Payments by Sponsoring Companies Client Disclosure Statement

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Business Continuity Plan (BCP)

Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent broker-dealer and Registered Investment Advisor with thousands of representatives across the United States who offer products and services from more than 100 separate providers.

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Transamerica Financial Advisors, Inc.
570 Carillon Parkway, St. Petersburg, FL 33716
113816