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David Walter Bachmeyer

Transamerica Financial Advisors, Inc.

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About David Walter Bachmeyer

David Walter Bachmeyer is a financial advisor who has been in the industry since 1984. David Walter Bachmeyer is currently registered with Transamerica Financial Advisors, Inc. in Ohio. David Walter Bachmeyer has been registered with Transamerica Financial Advisors, Inc. since 2012. Previously, David Walter Bachmeyer was registered with World Group Securities, Inc. in Georgia from 2002 to 2012, WMA Securities, Inc. in Georgia from 1999 to 2002, W. S. Griffith & Co., Inc. in Connecticut from 1993 to 1999 and Phoenix Equity Planning Corporation in Connecticut from 1984 to 1993. David Walter Bachmeyer holds the Series 6, Series 63, and SIE licenses. David Walter Bachmeyer is a Chartered Financial Consultant.

Firm Information

David Bachmeyer 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 Bachmeyer’s Registration & Firm History

OH

10/29/2012 - Present

Transamerica Financial Advisors, Inc. (CINCINNATI OH)

GA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

07/31/1999 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

CT

06/07/1993 - 07/21/1999

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

CT

08/21/1984 - 06/07/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

BC

Issued 11/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Walter Bachmeyer.
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