Candace Whitaker
Investment adviser representative at Transamerica Financial Advisors, LLC
27 yearsExperience
1 stateRegistered 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
27 years in the industry.
- Transamerica Financial Advisors, LLCNov 2025 to now
- WfgiaMay 2025 to now
- Fight for Your Freedom Ltd CoJun 2023 to now
- Forged Wealth Builders Ltd CoJun 2023 to now
- Mdw Consulting Services LLCJun 2023 to now
- Honduran Hearts, Inc.Mar 2020 to now
- Hewlett Packard EnterpriseAug 2022 to Jul 2025
- Zermount, Inc.Jun 2021 to Aug 2022
- Advanced Technology LeadersDec 2020 to Jun 2021
- US ArmySep 1999 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8185287
- Firm CRD
- 16164