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Derek Scott Harrell

Transamerica Retirement Advisors, LLC

Brandon, FL

CRD 5423711

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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
TX RA APPROVED 2025-09-25
FL RA APPROVED 2020-04-28
  • TX RA
    APPROVED
    Since 2025-09-25
  • FL RA
    APPROVED
    Since 2020-04-28

Branch Locations

Brandon, FL • 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
T. Rowe Price Tampa FL 09/2007 06/2019
Transamerica Investors Securities Corporation St. Petersburg FL 04/2020 Present
Unemployed Brandon FL 07/2019 03/2020
Transamerica Life Insurance Company St. Petersburg FL 04/2020 Present
Fedex St. Petersburg FL 04/2022 06/2022
  • 09/2007 → 06/2019
    T. Rowe Price
    Tampa, FL
  • 04/2020 → Present
    Transamerica Investors Securities Corporation
    St. Petersburg, FL
  • 07/2019 → 03/2020
    Unemployed
    Brandon, FL
  • 04/2020 → Present
    Transamerica Life Insurance Company
    St. Petersburg, FL
  • 04/2022 → 06/2022
    Fedex
    St. Petersburg, FL
Previous Registrations
Other Businesses

Amazon Flex Package Delivery Driver, non investment related, Amazon SFL4, 6337 County Rd 579, Seffner, FL 33584, start date 11/1/22, devoting around 200 hours monthly none of which are during normal business hours with Transamerica. I will be delivering packages to customers of Amazon that order same day on an as scheduled basis. I choose when and if I want to work based on the shifts needed depending on day and time as well as the pay for that time black.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-13
S63 Uniform Securities Agent State Law Examination 2012-02-09
  • S66 Uniform Combined State Law Examination
    2013-05-13
  • S63 Uniform Securities Agent State Law Examination
    2012-02-09
Other Names
  • Derek Scott Harrell
  • Derek Harrell

View on SEC IAPD

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