Carroll A Beeson

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 01/2017
  Fraser Landmark Dba Landmark Advisors Nevada
  Las Vegas, NV
• 08/2016 → 06/2020
  Aligned Trustee Solutions
  Las Vegas, NV
• 02/2019 → Present
  Melaleuca
  Idaho Falls, ID
• 08/2020 → Present
  Transamerica Financial Advisors
  Las Vegas, NV
• 01/2020 → Present
  World Financial Group, Inc.
  Las Vegas, NV
• 12/2014 → 12/2019
  Sagepoint Financial, Inc.
  Reno, NV
• 01/2012 → Present
  Beeson Mediation Solutions
  Las Vegas, NV

Previous Registrations

• 2012-01-07 → 2017-01-31
  Landmark Advisors Nevada
  Las Vegas, NV
• 2007-07-13 → 2007-07-30
  Osaic Services, Inc.
  Roseville, CA
• 2000-02-07 → 2002-06-19
  Charles Schwab & Co., Inc.
  Englewood, CO

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). BEESON MEDIATION SOLUTIONS/Investment Related - No/9130 W Russell Road, Suite 310, Las Vegas, NV 89148/ I provide mediation services to those who are transitioning out of their marriages and wish to do so amicably./Mediator/01.2012/20/20/ I provide mediation services to those who are transitioning out of their marriages and wish to do so amicably. MELALEUCA/Investment Related - No/9130 W. RUSSELL ROAD, SUITE 310 LAS VEGAS, NV 89148/Offer access to health and wellness products online./Independent Representative/02.2019/10/0/Offer access to health and wellness products online.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-22
• S65 Uniform Investment Adviser Law Examination
  1994-12-28

Other Names

• Carroll Ann Beeson