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Spencer Teddy Angell

Transamerica Retirement Advisors, LLC

Winston-Salem, NC

CRD 2957476

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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
NC RA APPROVED 2017-11-13
  • NC RA
    APPROVED
    Since 2017-11-13

Branch Locations

Winston-Salem, NC • 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
Diversified Investors Securities Corp. Winston-Salem NC 10/2009 Present
Diversified Investment Advisors Winston-Salem NC 09/2009 Present
  • 10/2009 → Present
    Diversified Investors Securities Corp.
    Winston-Salem, NC
  • 09/2009 → Present
    Diversified Investment Advisors
    Winston-Salem, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-13
S63 Uniform Securities Agent State Law Examination 1998-01-07
  • S66 Uniform Combined State Law Examination
    2017-11-13
  • S63 Uniform Securities Agent State Law Examination
    1998-01-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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