Unclaimed Profile

Karen Barnett Perry

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

Series 28, Series 53, Series 27, Series 24, Series 52, Series 99, Series 7, Series 6, Series 63Clean recordTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 3035933Firm CRD# 16164

Profile Verification

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

Identity

Karen Barnett Perry · ST PETERSBURG, FL

Registration

CRD #3035933 · TRANSAMERICA FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Barnett Perry 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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3035933

Firm CRD# 16164

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Barnett Perry offer?

Karen Barnett Perry specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Karen Barnett Perry's credentials?

Karen Barnett Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Barnett Perry located?

Karen Barnett Perry 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 Karen Barnett Perry charge for services?

Karen Barnett Perry'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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