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Remy M. Linden

TRANSAMERICA FINANCIAL ADVISORS
Tucson, AZ 85716
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CRD#: 6948116
RL

Professional summary


Remy Michael Linden, who also goes by Remy Linden, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Tucson, Arizona.

Remy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Remy has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Remy Linden

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 products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 1) Inheritguard Investment Related? NO 923 Haddonfield Road | Suite 300 | Cherry Hill, NJ 08003 Lawyers who help establish Wills, trust, and estate plans. Estate Plan Strategist / Referral Partner Start date 9/2025 1 hour per month, 1 hour per month during securities trading. 2) Rental Income Investment Related? NO 5012 East El Sendero Drive | Cave Creek, AZ 85331 Start date 12/2024 Landlord 1 hour per month, 1 hour per month during trading. Owner - responsible for property management. KIDAGA DESIGNS POSITION: Owner NATURE: Interior Design and Construction Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2024 ADDRESS: 5012 E El Sendero Dr., Cave Creek AZ 85331, United States DESCRIPTION: No daily activities. This only services as a business name

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Remy Michael Linden's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Remy Michael Linden's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 24, 2025 - Present

TRANSAMERICA FINANCIAL ADVISORS, LLC

Office #1: 2560 E 10th Street, Tucson, AZ 85716
RIA
BD
CRD#: 16164
Tucson, AZ
Current

October 6, 2025 - Present

TRANSAMERICA FINANCIAL ADVISORS, LLC

Office #1: 2560 E 10th Street, Tucson, AZ 85716
RIA
BD
CRD#: 16164
Tucson, AZ
Past

July 21, 2023 - August 8, 2023

TITLEIST CAPITAL, LLC

RIA
CRD#: 126136
SAN ANTONIO, TX
Past

July 21, 2023 - January 23, 2024

TITLEIST ASSET MANAGEMENT, LLC

RIA
CRD#: 323567
San Antonio, TX
Past

April 4, 2023 - January 23, 2024

TITLEIST CAPITAL, LLC

BD
CRD#: 126136
SAN ANTONIO, TX
Past

July 6, 2018 - August 7, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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
Arizona
(10/10/2025)
IAR
Arizona
(10/24/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/21/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

TRANSAMERICA FINANCIAL ADVISORS, INC. FORM ADV, PART 2A (10/6/2025)

Direct owners and executive officers


NamePositionCRD#
AUSA HOLDING, LLCOWNER
BARRY, MICHELLE ANNEDIRECTOR, PRESIDENT, CEO2744539
BEITZEL, BRIANDIRECTOR, CHIEF FINANCIAL OFFICER6183770
COSTELLO, ROBERTCHIEF OPERATIONS OFFICER1349716
KRAMER, CHRISTINA DCHIEF COMPLIANCE OFFICER4406871
TJOA, NATHANIELCHIEF SUPERVISORY OFFICER4667709

Regulatory assets under management


Total Number of Accounts42,440
AUM (Assets Under Management)$ 1,730,669,809

Disclosures


Regulatory Event19
Arbitration3
Bond3

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

CRD#: 16164Tucson, AZ 85716

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