Edward M Peterson
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Student Optimum ServicesSep 2025 to now
- Qrs Business SolutionsNov 2024 to now
- J.grant InsuranceNov 2023 to now
- New Era Life Insurance Co, Philadelphia Life Health InsuranceSep 2020 to now
- Revolt Health CareSep 2020 to now
- NetlawApr 2019 to now
- Transamerica Financial Advisors, IncMay 2017 to now
- WealthwaveMay 2017 to now
- WfgiaMar 2017 to now
- Academy Sports & OutdoorsMar 2024 to Jul 2024
- Allison's AutocareJan 2018 to Sep 2019
- Nor'kirk Presbyterian ChurchJan 2017 to Jan 2020
- Academy Sports & OutdoorsSep 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2482740
- Firm CRD
- 16164