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David Pikop

Transamerica Financial Advisors, Inc.

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About David Pikop

David Pikop is a financial advisor with Transamerica Financial Advisors, Inc. David has been in the industry since May 2, 2011, and has held registrations in Florida, Iowa, Minnesota, North Dakota, Arizona, Nebraska, North Carolina, and Texas. David is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR). David has been with Transamerica Financial Advisors, Inc. since January 2013. Prior to that, David worked at World Financial Group, Inc. David has a strong background in farming and real estate. In addition to his work as a financial advisor, David also owns and manages rental properties and provides seasonal farming work.

Firm Information

David Pikop 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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David Pikop’s Registration & Firm History

FL

04/22/2022 - Present

Transamerica Financial Advisors, Inc. (FORT MYERS FL)

FL

04/26/2012 - 12/11/2012

AXA ADVISORS, LLC (FORT MYERS FL)

FL

11/06/2009 - 12/17/2010

MORGAN STANLEY SMITH BARNEY (FT. MYERS FL)

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Licenses & Designations

BOTH

Issued 12/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 11/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Pikop.
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