Anita Sue Petty
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.
- Inheritguard, LLCNov 2025 to now
- Transamerica Financial Advisors, IncSep 2024 to now
- Peregrine Shores, LLCFeb 2023 to now
- Election Department, Clark County, NevadaOct 2022 to now
- Kepler Horizons, LLCOct 2022 to now
- Majestic Ridge, LLCOct 2022 to now
- WfgiaOct 2021 to now
- Leading Edge Ventures, LLCJun 2018 to now
- The Anita Petty Family Limited PartnershipApr 2018 to now
- Copernicus Nine, LLCDec 2017 to now
- Merit Gate Capital Holdings, LLCNov 2017 to now
- 3m CorporationJun 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 7991526
- Firm CRD
- 16164