Carrie Lynn Hughes
Investment adviser representative at Transamerica Financial Advisors, LLC
26 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
26 years in the industry.
- Inheritguard, LLCJul 2025 to now
- Champion Health Inc.May 2025 to now
- Crofter Market, LLCJun 2023 to now
- Utah County Republican Party State Central Committee MemberApr 2023 to now
- Libertas LeadershipFeb 2020 to now
- WealthwaveJul 2019 to now
- Intervivios, PllcNov 2015 to now
- Transamerica Financial Advisors, IncMar 2013 to now
- Apeus Financial GroupAug 2012 to now
- Managed Wealth FinancialDec 2011 to now
- World Financial GroupDec 2011 to now
- Edens Vine, LLCFeb 2010 to now
- Hughes LawJan 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
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
- 6171315
- Firm CRD
- 16164