Brett Derek Gallinger

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

• 08/2017 → 09/2018
  Transamerica Financial Advisors, Inc
  Johns Creek, GA
• 06/2017 → 09/2018
  World Financial Group, Inc.
  Johns Creek, GA
• 08/2013 → 01/2017
  American Funds
  Los Angeles, CA
• 02/2017 → 06/2017
  Unemployed
  Tustin, CA
• 10/2018 → 07/2019
  Transamerica Capital, Inc
  Denver, CO
• 07/2019 → Present
  Transamerica Investors Securities Corporation
  San Clemente, CA
• 10/2018 → Present
  Transamerica Life Insurance Company
  San Clemente, CA

Previous Registrations

• 2017-08-30 → 2019-02-21
  Transamerica Financial Advisors, Llc
  Philadelphia, PA
  Johns Creek, GA
• 2014-05-17 → 2017-01-31
  Capital Client Group, Inc.
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-16
• S63 Uniform Securities Agent State Law Examination
  2011-10-06

Other Names

• Brett Derek Gallinger
• Brett Gallinger