David Pikop
Investment adviser representative at Transamerica Financial Advisors, LLC
29 yearsExperience
4 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
29 years in the industry.
- Ehp the Employer's ChoiceMar 2026 to now
- The Miliare GroupMar 2025 to now
- Lspn DirectApr 2023 to now
- David PikopJun 2020 to now
- Rental PropertyDec 2016 to now
- UberDec 2016 to now
- Transamerica Financial Advisors, IncJan 2013 to now
- World Financial Group, Inc.Dec 2012 to now
- David Pikop FarmJan 1997 to now
- Cica LifeMar 2025 to Dec 2025
- Titan Machinery IncApr 2019 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, NJ, 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
- 5710903
- Firm CRD
- 16164