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Terry Allen Murphy

Transamerica Retirement Advisors, LLC

Lino Lakes, MN

CRD 2761320

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Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-01-05
  • MN RA
    APPROVED
    Since 2015-01-05

Branch Locations

Lino Lakes, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Saint Paul MN 05/2008 Present
Transamerica Retirement Management Saint Paul MN 05/2008 Present
  • 05/2008 → Present
    Transamerica Financial Advisors, Inc
    Saint Paul, MN
  • 05/2008 → Present
    Transamerica Retirement Management
    Saint Paul, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-10
S63 Uniform Securities Agent State Law Examination 1996-09-04
  • S66 Uniform Combined State Law Examination
    2006-02-10
  • S63 Uniform Securities Agent State Law Examination
    1996-09-04

View on SEC IAPD

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