LR
Logan S. Reidreynoso
TRANSAMERICA FINANCIAL ADVISORS
OREM, UT 84058
Some features on this profile are disabled
CRD#: 7042699
LR
Professional summary
Logan Seth Reidreynoso is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Orem, Utah.
Logan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Logan has worked at 1 firm and has passed the Series 65, Series 63, Series 6TO and SIE 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 and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | 02/2020 | investment related | approved co-brand company through WFGIA | Johns Creek, GA LSPN Pro, LLC / 1121-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 2 / Sec Trading Hrs.: 0 / Client communications, Marketing, and referring potential clients INNOVATIVE MORTGAGE ALLIANCE | NOT INVESTMENT RELATED | 12401 S. 450 EAST, SUITE F2 DRAPER, UT 84020 | RESIDENTIAL MORTGAGES | LOAN OFFICER | START DATE: 10/1/2021 | 6hr/mo-0hr During Trading | I would be working as a loan officer receiving split commissions on transactions I referred their way. BUSINESS NETWORK INTERNATIONAL POSITION: Member NATURE: It is a business-owner networking group, no business is done with it directly. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2020 ADDRESS: 11525 N Community House Rd, #475, Charlotte NC 28277, United States DESCRIPTION: I meet with other business owners for the purpose of referring them business to their non-investment-related businesses and obtaining referral for individuals and families that are potential clients for me. In addition to individually meeting with the members I go to a weekly meeting with all the members of my local chapter. REIDREYNOSO ENTERPRISES LLC POSITION: Operations Manager NATURE: Application Processing INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 12 START DATE: 08/10/2023 ADDRESS: 493 South Orem Blvd, Orem UT 84058, United States DESCRIPTION: Our TFA branch/WFG Agency has some employees that are associated with a different agents LLC that help with administrative tasks like processing applications and answering our phones. I train those employees / contractors, especially in how to process applications for the agents clients (life insurance applications primarily, but also securities applications). I trained the assistants on our software programs, like docupace or iGo. And on talking with clients, etc. I also perform administrative tasks such as confirming invoicing, communicating with the payroll company, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Logan Seth Reidreynoso's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Logan Seth Reidreynoso'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
February 6, 2020 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 493 South Orem Blvd., Orem, UT 84058RIA
BD
CRD#: 16164
OREM, UT
Current
December 3, 2018 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 493 South Orem Blvd., Orem, UT 84058RIA
BD
CRD#: 16164
OREM, UT
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(6/7/2019)
RR
California(2/22/2019)
RR
Colorado(2/3/2023)
RR
Florida(10/1/2020)
RR
Georgia(2/12/2021)
RR
Idaho(8/16/2023)
RR
Illinois(10/2/2020)
RR
Iowa(8/6/2025)
RR
Maine(8/11/2020)
RR
Maryland(3/14/2025)
RR
Nebraska(1/14/2022)
RR
New York(8/19/2025)
RR
North Carolina(1/4/2023)
IAR
North Carolina(7/2/2024)
RR
Pennsylvania(3/14/2025)
RR
Tennessee(1/17/2023)
RR
Texas(5/6/2021)
IAR
Texas(5/6/2021)
RR
Utah(1/1/2019)
IAR
Utah(2/6/2020)
RR
Virginia(6/17/2024)
RR
Wyoming(1/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/3/2018
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
Company Information
TRANSAMERICA FINANCIAL ADVISORS, LLC
CRD#: 16164Orem, UT 84058TRUST BUT VERIFY
Monitor Logan Reidreynoso
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
