Carlos
Di Ponio
Transamerica Financial Advisors, Inc
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About this Advisor
Carlos Di Ponio is a financial advisor based in Woodland Hills, California, working with Transamerica Financial Advisors, Inc. Carlos has previously held positions at Wyzant, Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Metlife Securities Inc, Capital Growth, Inc, Ca Insurance Producer - Renewals Commissions, Dacha Film Company, Owner Of Rental Real Property - Condo Unit 2, Owner Of Rental Real Property - Condo Unit 1, Annabill Artist Productions, Allpro Tutors, Wfg Direct, The Jordan Charles Company, and Independent Financial Group, LLC. Carlos has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Carlos is part of Transamerica Financial Advisors, Inc, which operates out of Woodland Hills, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Carlos Di Ponio Work History
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Wfg Direct
Ca Insurance Producer - Renewals Commissions
Dacha Film Company
The Jordan Charles Company
Allpro Tutors
Annabill Artist Productions
Ca Insurance Producer - Renewals Commissions
Owner Of Rental Real Property - Condo Unit 1
Owner Of Rental Real Property - Condo Unit 2
Capital Growth, Inc
Independent Financial Group, LLC
Wyzant, Inc
Metlife Securities Inc
Disclosures
Please visit the SEC profile of Carlos Di Ponio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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