Justin
Carras

Transamerica Financial Advisors, Inc

CRD#5768886
Investment Advisor
in Columbus, OH

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About this Advisor

Justin Carras is a financial advisor based in Columbus, Ohio with a total of 3 years of industry experience. Carras is an advisor for Transamerica Financial Advisors, Inc. During their career, Carras has held roles at Merrill Lynch, Tiaa-Cref, Bank Of America N.A, Raymond James, Walter Putnam, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Matthew B. Lytell, Alight Financial Solutions, LLC, Transamerica Financial Advisors, Transamerica Agency Network, United Financial Services and Educational Retirement Advisors. Carras has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in North Carolina and Ohio. Transamerica Financial Advisors, Inc is a registered investment company operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It handles $2 billion in total assets across its 59,659 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which service is offered. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1025 Dublin Road Suite 100
Columbus, OH 43215

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

OH Average: $1,855,561,029
Total Number of Employees

1,235

OH Average: 62
Total Number of Accounts

59,659

OH Average: 2,474
Average Account Size

$30,430

OH Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Justin Carras Work History

Justin has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Educational Retirement Advisors

2020 - Present (4 years)

Transamerica Financial Advisors

2019 - Present (5 years)

Transamerica Agency Network

2019 - Present (5 years)

United Financial Services

2017 - 2017 (< 1 year)

Walter Putnam

2017 - 2017 (< 1 year)

Northwestern Mutual Investment Services, LLC

2017 - 2017 (< 1 year)

Northwestern Mutual Wealth Management Company

2017 - 2017 (< 1 year)

Matthew B. Lytell

2017 - 2019 (2 years)

Alight Financial Solutions, LLC

2016 - 2016 (< 1 year)

Raymond James

2014 - 2015 (1 year)

Bank Of America N.A

2013 - 2015 (2 years)

Merrill Lynch

2012 - 2013 (1 year)

Tiaa-Cref

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Carras 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

Mayu Daley
San Diego, CA
Melvin Hobson
Downers Grove, IL
Stephen Gregg
Duluth, GA
John Belanger
Moorpark, CA
Danny Cortez
Honolulu, HI
David Morris
Campbellsville, KY
Jian Qi
Great Neck, NY
Lu Bo
Bellevue, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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