Dierra L. Bean
TRANSAMERICA FINANCIAL ADVISORS | Investment Advisor Representative
Torrance, CA 90501
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CRD#: 4589707
Professional summary
Dierra Lynne Morrow Bean, who also goes by Dierra Lynne Morrow, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Torrance, California.
Dierra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Dierra has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dierra Lynne Morrow
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Infinity Health Consultancy Agency / 0422-Present / Investment Related: No / 22691 Norbert Perris, CA 92570 / Medicare Representative / Medicare Solutions / Hrs. Work Monthly:40 / Sec Trading Hrs: 2 / Assisting with Medicare plan enrollments TO THE T NOTARIES/NO/LOS ANGELES, CA/MOBILE NOTARY PUBLIC BENEFITMALL; YES; 6167 BRISTOL PARKWAY, SUITE 104, CULVER CITY, CA 92612; 30HRS/MO; The Vault CM, LLC; no; 2900 Bristol St Bldg B STE 100 Costa Mesa, CA 92626; Promotional Marketing/Member 06/2021; 10/0/ occasional marketing of Apparel & other promotional items, approved with restrictions LSPN PRO/emp dates: 1121 TO PRESENT/ INVESTMENT RELATED: NO /address: 100 N STATE ST STE B LINDON, UT 84042 / position: REFERRAL REP/ nature of business: ESTATE PLANNING SERVICES/hrs work monthly: 3/Sec trading hrs: 1/ duties: AS NEEDED CLIENTS WILL BE REFERRED FOR ESTATE PLANNING SERVICES SIMPLER HORIZONS / INVESTMENT RELATED: NO / 145 S FAIRFAX AVE #200, LOS ANGELES CA 90036 / MEDICARE REPRESENTATIVE - PROVIDING QUALIFYING INDIVIDUALS WITH RESOURCES TO MAKE INFORMED DECISIONS ON SELECTING THE BEST MEDICARE PLANS FOR THEM / HOURS PER MONTH: 32 /HOURS DURING SECURITIES TRADING HOURS: 2/ APPROVED WITH RESTRICTIONS STYLISH BOOKINGS, LLC POSITION: LEASE MANAGER NATURE: SHORT TERM RENTAL MANAGEMENT INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2023 ADDRESS: 3861 S BRISTOL STREET, #1041, SANTA ANA CA 92704, United States DESCRIPTION: I will be managing short-term leases, vetting guests and maintaining thecheck-in & check-out of the property. CHAMPION HEALTH, INC. POSITION: Representative/ Agent NATURE: Supplemental Health Insurance Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2025 ADDRESS: 7272 E. Indian Road, Ste 540, Scottsdale AZ 85251, United States DESCRIPTION: As I build relationships with business owners and find prospects that are in need of health insurance employee benefits, I will present the Champ Plan (Seewww.champplan.com website) which offers employees accessto a Tele-Doctorsand is designed to increase the overall health of the employee, reducing the use ofurgent care visits and hospital admissions. This plan presents savings for the employer and employee.
CRS (Client Relationship Summary) - RIA
Click below to view Dierra Lynne Morrow Bean's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Dierra Lynne Morrow Bean's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 21151 S. Western Ave Suite 165 A, Torrance, CA 90501RIA
BD
CRD#: 16164
Torrance, CA
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 21151 S. Western Ave Suite 165 A, Torrance, CA 90501RIA
BD
CRD#: 16164
Torrance, CA
Past
March 11, 2009 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
ANAHEIM, CA
Past
May 19, 2003 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
ANAHEIM, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/6/2012)
IAR
California(1/6/2012)
RR
Florida(1/6/2012)
RR
Illinois(4/30/2024)
RR
Iowa(5/22/2018)
RR
Minnesota(4/30/2024)
RR
New Jersey(7/2/2024)
IAR
New Jersey(7/2/2024)
IAR
North Carolina(7/2/2024)
RR
Ohio(12/4/2023)
IAR
Texas(12/16/2015)
RR
Texas(12/18/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRANSAMERICA FINANCIAL ADVISORS, LLC
Investment Advisor RepresentativeCRD#: 16164Torrance, CA 90501TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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