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Tarl Cruz Reynoso

Investment adviser representative at Transamerica Financial Advisors, LLC
13 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

13 years in the industry.

  1. Inheritguard, LLCMar 2025 to now
  2. Fat Snake Jiu Jitsu, LLCDec 2021 to now
  3. Orem RecreationApr 2021 to now
  4. WealthwaveJan 2020 to now
  5. Transamerica Financial Advisors, IncOct 2014 to now
  6. WfgiaAug 2014 to now
  7. Legacy Shield Professional NetworkSep 2021 to Mar 2025
  8. Bni - Business Network InternationalAug 2017 to Nov 2024
  9. DebtmericaAug 2017 to Dec 2019
  10. StudentJan 2013 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
6405100
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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