Kevin A Miller

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 → 11/2019
  Gwfs Equities, Inc
  Greenwood Village, CO
• 11/2019 → 04/2021
  Valic Financial Advisors, Inc.
  Berkeley Heights, NJ
• 04/2021 → 10/2021
  Citizens Securities, Inc.
  Haddon Heights, NJ
• 11/2021 → Present
  Transamerica Investors Securities Corporation
  Southampton, NJ
• 11/2021 → Present
  Transamerica Life Insurance Company
  Southampton, NJ

Previous Registrations

• 2021-04-28 → 2021-10-22
  Citizens Securities, Inc.
  Haddon Heights, NJ
  Conshohocken, PA
  Voorhees, NJ
  Voorhees, NJ
• 2020-01-21 → 2021-05-07
  Valic Financial Advisors, Inc.
  Mount Laurel, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-16
• S63 Uniform Securities Agent State Law Examination
  1987-01-16

Other Names

• Kevin Andrew Miller
• Kevin Miller