Philip Michael Merrifield

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

• 07/2021 → 04/2023
  Fidelity Investments
  Westlake, TX
• 05/2020 → 07/2021
  Pmu, Llc
  Duncanville, TX
• 10/2016 → 05/2020
  Wheaton College
  Wheaton, IL
• 10/2012 → 10/2016
  High School (Home Schooled)
  Duncanville, TX
• 06/2023 → Present
  Transamerica Investors Securities Corporation
  Terrell, TX
• 06/2023 → Present
  Transamerica Life Insurance Company
  Terrell, TX

Previous Registrations

• 2022-07-01 → 2023-05-24
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-06-13
• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Other Names

• Philip Michael Merrifield
• Philip Merrifield