David Carson
Investment adviser representative at Transamerica Financial Advisors, LLC
14 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
14 years in the industry.
- 280taxbreak.com, dba for Carson Consolidated Industries LLCJan 2025 to now
- Transamerica Financial Advisors, IncJun 2023 to now
- World Financial Group, Inc.Nov 2016 to now
- Fuerza De La Luz, a dba for Carson Consolidated Industries, Inc.Nov 2022 to Dec 2024
- Snap and Rate MeJun 2021 to Dec 2024
- Veterans Evaluation ServicesApr 2012 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7778561
- Firm CRD
- 16164