Charisma Lariosa
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
4 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Charisma Lariosa? Claim your profile
Contact this firm
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
10 years in the industry.
- Transamerica Financial Advisors, LLCOct 2020 to now
- World Financial Group, Inc.Oct 2018 to now
- Select RehabilitationFeb 2016 to now
- Evolve Healthcare LLCJun 2018 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 4 states (IL, 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
- 7309962
- Firm CRD
- 16164