Kris Lavar Stevenson
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- Bolt InsuranceMay 2026 to now
- Inheritguard, LLCOct 2024 to now
- Netlaw IncFeb 2019 to now
- WealthwaveJan 2018 to now
- Kl Marketing LLCDec 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- World Financial Group, Inc.Aug 2001 to now
- Dream Builders Financial Group, Inc.Jan 2001 to now
- Lspn Pro LLCApr 2023 to Feb 2026
- Link By Legacyshield, LLCJul 2021 to Oct 2024
- Debtmerica, LLCFeb 2011 to Feb 2022
- American Trust Administrators, IncOct 2010 to Dec 2021
- Boulder Administration ServicesOct 2010 to Dec 2021
- Tall Tree AdministratorsOct 2010 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 3035247
- Firm CRD
- 16164