Justin Carras

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

• 01/2016 → 10/2016
  Raymond James
  Melbourne, FL
• 10/2016 → 02/2017
  Unemployed
  Charlotte, NC
• 02/2017 → 06/2017
  Walter Putnam
  Charlotte, NC
• 02/2017 → 06/2017
  Northwestern Mutual Investment Services, Llc
  Charlotte, NC
• 06/2017 → 08/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2017 → 08/2017
  Matthew B. Lytell
  Tampa, FL
• 08/2017 → 12/2019
  Alight Financial Solutions, Llc
  Charlotte, NC
• 02/2020 → Present
  Transamerica Financial Advisors
  Columbus, OH
• 12/2019 → Present
  Transamerica Agency Network
  Columbus, OH
• 01/2019 → Present
  United Financial Services
  Harrisburg, PA
• 09/2022 → Present
  Educational Retirement Advisors
  Dublin, OH

Previous Registrations

• 2017-09-05 → 2020-01-15
  Alight Financial Advisors, Llc
  Charlotte, NC
• 2017-02-10 → 2017-08-25
  Northwestern Mutual Investment Services, Llc
  Charlotte, NC
  Tampa, FL
• 2016-02-11 → 2016-10-05
  Raymond James Financial Services Advisors, Inc
  Melbourne, FL
  Melbourne, FL
• 2013-11-25 → 2015-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockledge, FL

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc TRANSAMERICA AGENCY NETWORK/YES-1650 WATERMARK DR #120, COLUMBUS,OH 43215/GENERAL AGENCY/MANAGING REPRESENTATIVE/INSURANCE AND MANAGER/12/2019/20/20/INSURANCE MANAGER UNITED FINANCIAL SERVICES /YES/4135 FRONT STREET #10, HARRISBURG, PA 17110/FIXED PRODUCTS PAYMENTS/BROKER/01/2020/20/20/SELLING INSURANCE PRODUCTS AND FIXED ANNUITIES. EDUCATIONAL RETIREMENT ADVISORS POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2022 ADDRESS: 6724 Perimeter Loop Rd., Suite 163, Dublin OH 43017, United States DESCRIPTION: Educational Retirement Advisors provides financial education and financial literacy information to public employees of state and local education systems. As a volunteer, I will conduct high level seminars and education sessions when the need arises in my area. There is no compensation for this service as it is on a volunteer basis.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-21
• S63 Uniform Securities Agent State Law Examination
  2010-04-20

Other Names

• Justin William Carras
• Justin W Carras