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Meghan Elizabeth Bright

Transamerica Retirement Advisors, LLC

West Palm Beach, FL

CRD 7784809

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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:

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-30
  • FL RA
    APPROVED
    Since 2025-10-30

Branch Locations

West Palm Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evershore Financial Palm Beach Gardens FL 07/2023 10/2025
Minnesota Life Insurance Co St Paul MN 07/2023 08/2023
Securian Financial Services Inc St Paul MN 07/2023 08/2023
Zoetis Malvern PA 03/2022 09/2023
Hach Loveland CO 12/2012 03/2022
Cetera Wealth Services, Llc Palm Beach Gardens FL 08/2023 10/2025
Cetera Investment Advisers Schaumburg IL 10/2023 10/2025
M'S Financial Services Llc West Palm Beach FL 02/2024 07/2025
Transamerica Investors Securities, Llc West Palm Beach FL 10/2025 Present
Transamerica Life Insurance Company West Palm Beach FL 10/2025 Present
  • 07/2023 → 10/2025
    Evershore Financial
    Palm Beach Gardens, FL
  • 07/2023 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 07/2023 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 03/2022 → 09/2023
    Zoetis
    Malvern, PA
  • 12/2012 → 03/2022
    Hach
    Loveland, CO
  • 08/2023 → 10/2025
    Cetera Wealth Services, Llc
    Palm Beach Gardens, FL
  • 10/2023 → 10/2025
    Cetera Investment Advisers
    Schaumburg, IL
  • 02/2024 → 07/2025
    M'S Financial Services Llc
    West Palm Beach, FL
  • 10/2025 → Present
    Transamerica Investors Securities, Llc
    West Palm Beach, FL
  • 10/2025 → Present
    Transamerica Life Insurance Company
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-28
  • S66 Uniform Combined State Law Examination
    2023-09-28
Other Names
  • Meghan Elizabeth Field

View on SEC IAPD

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