Justin Carras
Justin Carras is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Columbus, OH, with 15 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
Location
1025 Dublin Road, Suite 100, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2015Other Business ActivitiesSells Insurance
Justin sells insurance products for companies affiliated with Transamerica Financial Advisors and United Financial Services, and volunteers with Educational Retirement Advisors providing financial education. He dedicates about 10-20% of his time to insurance sales and minimal time to volunteering.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Previous Registrations
Aon Hewitt Financial Advisors, LLC
Alight Financial Solutions, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.