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Eric Mark McArthur

Transamerica Financial Advisors, Inc.

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About Eric Mark McArthur

Eric McArthur is a financial advisor with Transamerica Financial Advisors, Inc. Eric has been in the financial services industry since 1987 and holds various licenses, including Series 6, 7, 26, 63, and 65. Eric has been registered with Transamerica Financial Advisors, Inc. since 2012. Eric has experience with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Eric is also a licensed insurance agent and offers a variety of insurance products.

Firm Information

Eric McArthur 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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Eric McArthur’s Registration & Firm History

FL

07/08/2024 - Present

Transamerica Financial Advisors, Inc. (CANTONMENT FL)

OH

06/27/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (CINCINNATI OH)

OH

02/01/2010 - 05/16/2011

WORKMAN SECURITIES CORPORATION (XENIA OH)

TX

11/05/2007 - 07/15/2009

UNITED EQUITY SECURITIES, LLC (HUSTON TX)

OH

02/24/2006 - 10/18/2007

C C F INVESTMENTS, INC. (XENIA OH)

CO

05/17/2002 - 12/31/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

GA

06/08/1987 - 02/12/2002

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/05/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Mark McArthur.
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