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Daniel Towers-carbajal

Transamerica Financial Advisors, Inc.

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About Daniel Towers-carbajal

Daniel Towers-carbajal is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Daniel is licensed to offer investment advice in California and Michigan and is currently working on expanding his practice to other states. Daniel has been in the financial services industry since August 2016. He has worked at Transamerica Financial Advisors, Inc. since July 2016. Before joining Transamerica Financial Advisors, Inc., Daniel worked at World Financial Group, Inc., Spiralgroup, and Remmys Restaurant. Daniel is a licensed investment advisor representative in California and Michigan and holds the Series 6, Series 63, and Series 65 licenses. Daniel specializes in investment advice for individuals and businesses. Daniel offers various investment advisory services to his clients, including portfolio management, financial planning, and selection of other advisors. Daniel is also licensed to sell insurance products.

Firm Information

Daniel Towers-carbajal 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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Daniel Towers-carbajal’s Registration & Firm History

CA

01/01/2025 - Present

Transamerica Financial Advisors, Inc. (San Carlos CA)

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Licenses & Designations

IA

Issued 10/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Towers-carbajal.
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