Unclaimed Profile

Todd Andrew Carpenter

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

SIE, Series 7, Series 24, Series 51, Series 63, Series 65Clean record23 years registeredTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 3125437Firm CRD# 16164

Profile Verification

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

Identity

Todd Andrew Carpenter · ST PETERSBURG, FL

Registration

CRD #3125437 · TRANSAMERICA FINANCIAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

TRANSAMERICA FINANCIAL ADVISORS, LLC

Mar 2026 – present

TRANSAMERICA FINANCIAL ADVISORS, LLC

Oct 2017 – Nov 2025

CHATTANOOGA, TN

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jan 2012 – Oct 2017

CHATTANOOGA, TN

INVESTMENT ADVISORS INTERNATIONAL, INC.

Apr 2007 – Jan 2012

DULUTH, GA

INTERSECURITIES, INC.

Apr 2003 – Apr 2007

DULUTH, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · April 22, 2003

Years registered · 23

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 Todd Andrew Carpenter offer?

Todd Andrew Carpenter specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Todd Andrew Carpenter's credentials?

Todd Andrew Carpenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Andrew Carpenter located?

Todd Andrew Carpenter 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 Todd Andrew Carpenter charge for services?

Todd Andrew Carpenter'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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