Unclaimed Profile

Dan Shane Trivers

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

SIE, Series 7, Series 24, Series 52TO, Series 63, Series 65ChFCClean record22 years registeredTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 1948553Firm CRD# 16164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dan Shane Trivers · ST PETERSBURG, FL

Registration

CRD #1948553 · TRANSAMERICA FINANCIAL ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jan 2012 – Dec 2022

JOHNS CREEK, GA

INVESTMENT ADVISORS INTERNATIONAL, INC.

May 2010 – Jan 2012

DULUTH, GA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2009 – Feb 2010

LOS ANGELES, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Apr 2004 – Sep 2009

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 63

Series 65

Registration record

First registered · April 26, 2004

Years registered · 22

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD 16164 · SEC 801-38618

AUM

$1.6B

Regulatory assets under management

Employees

1,127

45,001 client accounts

Services offered by TRANSAMERICA FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRANSAMERICA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Dan Shane Trivers offer?

Dan Shane Trivers specializes in Investment Management, Fee-Only Advisory.

What are Dan Shane Trivers's credentials?

Dan Shane Trivers holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dan Shane Trivers located?

Dan Shane Trivers is based in ST PETERSBURG, Florida, last registered with TRANSAMERICA FINANCIAL ADVISORS, INC..

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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