ZA
Zhasmen Atamyan
TRANSAMERICA FINANCIAL ADVISORS
Irvine, CA 92614
Some features on this profile are disabled
CRD#: 4865854
ZA
Professional summary
Zhasmen Atamyan is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Irvine, California.
Zhasmen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Zhasmen has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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." Rental Property / 0921-Present/ Investment Related: No /711 Salem St. Glendale, CA 91203 / Owner / Rental Property / Hrs. Work Monthly: 20 / Sec Trading Hrs: 20 / Fix the Apartment, Collect Rents In-home supportive services / 1218-Present/ Investment Related: No / 3517 Sparr BL Glendale, CA 91028 / Provider / taking care of elderly / Hrs Work Monthly: 41 / Sec Trading Hrs: 0 / helping an individual for home and daily activities HEALTH INSURANCE/NO/GLENDALE, CA/SELLING HEALTH INSURANCE/LESS THAN 85%/SELLING HEALTH INSURANCE FOR VARIOUS COMPANIES ANTHEM BLUE CROSS/NO/08/2009/SELLING HEALTH INSURANCE FOR VARIOUS COMPANIES/AGENT STATE OF CALIFORNIA/BLUE SHIELD | 1234 Spazier Ave, Glendale CA 91201 | 5/2005| Taking care of Father - care taker | not investment related | hours vary REVOLUTION FINANCIAL MANAGEMENT POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2004 ADDRESS: 2725 Howard Court, Burbank CA 91504, United States DESCRIPTION: WFG Co-Brand
CRS (Client Relationship Summary) - RIA
Click below to view Zhasmen Atamyan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Zhasmen Atamyan'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
October 17, 2022 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 17671 Cowan, Irvine, CA 92614RIA
BD
CRD#: 16164
Irvine, CA
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 17671 Cowan, Irvine, CA 92614RIA
BD
CRD#: 16164
Irvine, CA
Past
May 2, 2005 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
BURBANK, 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(10/17/2022)
RR
Colorado(3/31/2021)
RR
Georgia(3/20/2023)
RR
Maryland(3/3/2025)
RR
New Jersey(6/11/2021)
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
