Eugene Mcmillan Musselwhite

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

• 02/2009 → Present
  Self Employed
  Matthews, NC
• 01/2012 → 12/2016
  Lincoln Financial Advisors
  Matthews, NC
• 12/2016 → Present
  Transamerica Retirement Solutions
  Matthews, NC
• 01/2017 → Present
  Transamerica Investors Securities Corporation
  Matthews, NC

Previous Registrations

• 2012-02-15 → 2016-12-27
  Osaic Fa, Inc.
  Matthews, NC
  Fort Wayne, IN
• 2010-11-30 → 2011-02-16
  Intercarolina Financial Services, Inc.
  Matthews, NC
  Greensboro, NC
  Greensboro, NC
• 2008-02-27 → 2009-01-28
  Newport Group Securities, Inc.
  Lake Mary, FL
  Lake Mary, FL
• 2004-03-26 → 2007-12-31
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Charlotte, NC
• 2002-12-11 → 2003-08-13
  Banc Of America Investment Services, Inc.
  Charlotte, NC

Other Businesses

2) NAMES AND ADDRESS: EUGENE MUSSELWHITE, 1245 MILL RACE LANE, MATTHEWS, NC CATEGORY: REAL ESTATE RENTAL INVESTMENT- RELATED: YES TITLE: OWNER DUTIES: MAINTAINS RENTAL PROPERTY AND COLLECTS RENT. START DATE: 1/2005 HOURS PER MONTH:2 HOURS PER MONTH DURING TRADING HOURS: 0 4): EUGENE MUSSELWHITE, 799 CRAGGY POINTE, UNIT 25C, SUGAR MOUNTAIN, NC 28604 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS PROPERTY AND COLLECTS RENT. START DATE: 8/2013 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-24
• S65 Uniform Investment Adviser Law Examination
  1994-06-22

Other Names

• Eugene Macmillan Musselwhite
• Mac Musselwhite
• E. M. Musselwhite
• Eugene Mcmillan Musselwhite
• Eugene Mcmillan Musselwhite