Best Investors
Account
Sign in
Transamerica Retirement Advisors, LLC CRD 107319
$18.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2016 | 11/2016 |
| Unemployed | Temple | TX | 11/2016 | 06/2017 |
| Amos Electic Supply | Temple | TX | 06/2017 | 10/2017 |
| Valic Financial Advisors, Inc. | Austin | TX | 10/2017 | 10/2024 |
| Agia | Houston | TX | 12/2022 | 10/2024 |
| Transamerica Life Insurance Company | Burlington | TX | 11/2024 | Present |
| Transamerica Investors Securities Corporation | Burlington | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-22 |
Reach out to this advisor