James Dallas Porter

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

• 08/2022 → 08/2024
  First Citizens Investor Services
  Raleigh, NC
• 02/2022 → 08/2024
  First Citizens Bank
  Greer, SC
• 07/2021 → 02/2022
  Truist
  Greenville, SC
• 07/2019 → 07/2021
  Chick-Fil-A
  Greenville, SC
• 11/2017 → 07/2019
  Sherwin Williams
  Greenville, SC
• 05/2017 → 11/2017
  Mr. K's Used Books
  Greenville, SC
• 09/2015 → 05/2017
  North Greenville University
  Tigerville, SC
• 08/2013 → 05/2017
  North Greenville University
  Tigerville, SC
• 04/2025 → Present
  Transamerica Life Insurance Company
  Taylors, SC
• 04/2025 → Present
  Transamerica Investors Securities, Llc
  Taylors, SC
• 09/2024 → 01/2025
  Countybank
  Greer, SC

Other Businesses

Bloom Wellthy affiliated with Amway and Leadership Team Development. Not investment related. Address is 21 Ardmore Dr., Taylors, SC. Nature of business is direct sales and leadership development. I am co-owner of the business, started in 07/2018. Usually 5-10 hours a week. Duties include customer service, leadership development of team members, and occasional event planning. Compensation is a percentage of sales. Business does not have a relationship with any investment related entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-17
• S63 Uniform Securities Agent State Law Examination
  2022-10-14

Other Names

• Dallas Porter