Todd Andrew Carpenter
Investment adviser representative at Transamerica Financial Advisors, LLC
19 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
19 years in the industry.
- Senior Financial Group, Inc.Jun 2026 to now
- Pkj Holdings, LLC dba Artisan Signs and GraphicsMay 2026 to now
- Transamerica Financial Advisors, LLCMar 2026 to now
- Rental PropertyMay 2022 to now
- WfgiaApr 2007 to now
- Artisan DirectNov 2025 to Mar 2026
- Graham StarDec 2019 to Jul 2020
- EdenSep 2019 to Jul 2020
- Transamerica Financial Advisors, IncJan 2012 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 3125437
- Firm CRD
- 16164