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Crystal Kay Trotter

Transamerica Financial Advisors, Inc.

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About Crystal Kay Trotter

Crystal Kay Trotter is an investment advisor representative with Transamerica Financial Advisors, Inc. Crystal has been in the industry for over 8 years and has a wide range of experience in both the broker-dealer and investment advisor industries. Crystal holds Series 7, 24, 51, and 66 securities licenses, and is registered in Georgia and Iowa. Crystal is also a registered representative of Transamerica Financial Advisors, Inc. in South Carolina. Crystal is a licensed investment advisor representative and is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Crystal Trotter is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Crystal Trotter’s Registration & Firm History

IA

12/11/2023 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

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Licenses & Designations

BOTH

Issued 11/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/29/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/01/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Crystal Kay Trotter. Review regulatory record here.
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