Kelly L Davis

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

• 01/2013 → 08/2025
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 08/2025 → 02/2026
  Edward Jones
  St. Louis, MO
• 03/2026 → Present
  Transamerica Investors Securites, Llc
  Juno Beach, FL
• 03/2026 → Present
  Transamerica Life Insurance Company
  Juno Beach, FL

Previous Registrations

• 2025-09-02 → 2026-02-18
  Edward Jones
  Jupiter, FL
• 2013-02-15 → 2025-07-07
  Allstate Financial Advisors, Llc
  Deerfield Beach, FL
  Delray Beach, FL
  Delray Beach, FL
  Boynton Beach, FL
  Delray Beach, FL
• 2011-05-26 → 2011-09-20
  Cuso Financial Services, L.P.
  Palm Beach Gardens, FL
• 2009-09-18 → 2011-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2009-06-01 → 2009-06-26
  Morgan Stanley
  Stuart, FL
• 2007-04-25 → 2009-06-01
  Citigroup Global Markets Inc.
  Stuart, FL
  Chattanooga, TN
• 2006-05-05 → 2006-05-16
  Voya Financial Partners, Llc
  Chattanooga, TN
  Raleigh, NC
• 2005-10-14 → 2006-03-29
  Msi Financial Services, Inc.
  Chattanooga, TN
• 2004-08-12 → 2004-09-28
  Valic Financial Advisors, Inc.
  W. Palm Beach , FL

Other Businesses

Kelly Davis Rental Properties Type of business: rental property S Palm Beach, FL Start date: 8/1/2025 owner Hours per week: 0 Hours during trading: 0 investment property that is currently rented

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-10
• S63 Uniform Securities Agent State Law Examination
  1996-10-25

Other Names

• Kelly Mcgee Davis
• Kelly M Davis
• Kelly Louise Davis