Carla Nelson, financial advisor Trussville AL

Carla Nelson

CRD Number: 2381375
Current Firm: Transamerica Retirement Advisors, LLC

Carla Nelson (CRD# 2381375) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Trussville, AL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investors Securities Corporation Trussville, AL Mar 2015 - Current 8
Transamerica Retirement Solutions Trussville, AL Feb 2015 - Current 9
Bailey Services LLC Clay, AL May 2001 - Current 22
Edward Jones St Louis, MO Jan 2011 - Feb 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Carla L. Nelson
Phone Number: 866-368-0566
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    10,355
    MILLIONS
  • Total Number of Accounts
    147,144
    ACCOUNTS
  • Average Account Value
    $70,371
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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