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Dan Shane Trivers

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida
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570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 1948553Firm CRD# 16164
01

About

Dan Shane Trivers is a registered financial advisor based in ST PETERSBURG, Florida, affiliated with TRANSAMERICA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
TRANSAMERICA FINANCIAL ADVISORS, INC.
TRANSAMERICA FINANCIAL ADVISORS, INC.
AUM
$1.6B
Regulatory assets under management
Employees
1127
Total firm employees
View all advisors at TRANSAMERICA FINANCIAL ADVISORS, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1948553
Firm CRD# 16164
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dan Shane Trivers offer?
Dan Shane Trivers specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.
What are Dan Shane Trivers's credentials?
Dan Shane Trivers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Shane Trivers located?
Dan Shane Trivers is based in ST PETERSBURG, Florida, working with TRANSAMERICA FINANCIAL ADVISORS, INC.. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.
How does Dan Shane Trivers charge for services?
Dan Shane Trivers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSAMERICA FINANCIAL ADVISORS, INC.?
TRANSAMERICA FINANCIAL ADVISORS, INC. has approximately 1127 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST PETERSBURG
Robert Christopher Eckardt — RAYMOND JAMES & ASSOCIATES, INC.Chester Bee Helck — RAYMOND JAMES & ASSOCIATES, INC.Efstratios Michael Serbanos — RAYMOND JAMES & ASSOCIATES, INC.Richard John Rossi — CARILLON TOWER ADVISERS, INC.Robert Costello — TRANSAMERICA FINANCIAL ADVISORS, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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