Brent Alan Burnett

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2011 → 05/2017
  Bank Of America, N.A.
  Jacksonville, FL
• 01/2012 → 05/2017
  Bac/Merrill Lynch
  Jacksonville, FL
• 10/2017 → 01/2018
  Thrivent Investment Management Inc
  Jacksonville, FL
• 05/2017 → 10/2017
  Unemployed
  Jacksonville Beach, FL
• 10/2017 → 12/2017
  Thrivent Financial
  Appleton, WI
• 12/2017 → 01/2018
  Thrivent Financial
  Appleton, WI
• 01/2020 → 10/2024
  Pfs Investments Inc.
  Jacksonville, FL
• 12/2019 → 10/2024
  Primerica Financial Services
  Jacksonville, FL
• 02/2018 → 10/2019
  Domino'S Pizza
  Jacksonville Beach, FL
• 02/2018 → 09/2024
  Ss&C/Advent
  Jacksonville, FL
• 04/2023 → 10/2024
  City Of Neptune Beach
  Neptune Beach, FL
• 10/2024 → Present
  Transamerica Investors Securities Corporation
  Jacksonville Beach, FL
• 10/2024 → Present
  Transamerica Life Insurance Company
  Jacksonville Beach, FL

Previous Registrations

• 2020-01-09 → 2024-10-03
  Pfs Investments Inc.
  Jacksonville, FL
• 2018-01-08 → 2018-01-17
  Thrivent Investment Management Inc.
  Jacksonville, FL
• 2008-06-27 → 2017-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY
  Jacksonville, FL

Other Businesses

I work part time on the weekends as an Ocean Rescue Lifeguard for the City of Neptune Beach. This part time job is ending 10/25.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-19
• S63 Uniform Securities Agent State Law Examination
  2006-12-21

Other Names

• Brent Alan Holley