Eugene Musselwhite is a registered investment advisor, based in Matthews, NC, with 24 years of industry experience.
Location
Matthews, NC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eugene owns two rental properties, one since 2005 and the other since 2013. He spends minimal time maintaining the first property and a few hours per week on the second.
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
January 2017 - Present · 9 yrs 4 mos
Transamerica Investors Securities, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Transamerica Investors Securities, LLC
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
February 2012 - December 2016 · 4 yrs 10 mos
Lincoln Financial Advisors Corporation
February 2012 - December 2016 · 4 yrs 10 mos
Intercarolina Financial Services, INC.
November 2010 - February 2011 · 3 mos
Intercarolina Financial Services, INC.Broker
November 2010 - February 2011 · 3 mos
Newport Group Securities, INC.Broker
February 2008 - January 2009 · 11 mos
Newport Group Securities, INC.
February 2008 - January 2009 · 11 mos
Uvest Financial Services Group, INC.
March 2004 - December 2007 · 3 yrs 9 mos
Uvest Financial Services Group, INC.Broker
March 2004 - December 2007 · 3 yrs 9 mos
Banc of America Investment Services, INC.
December 2002 - August 2003 · 8 mos
Banc of America Investment Services, INC.Broker
September 2002 - August 2003 · 11 mos
First Union Securities, INC.Broker
October 2000 - November 2000 · 1 mo
First Union Brokerage Services, INC.Broker
December 1999 - October 2000 · 10 mos
Charles Schwab & CO., INC.Broker
December 1995 - March 1998 · 2 yrs 3 mos
Morehead Investment Advisors, INC.Broker
June 1995 - December 1995 · 6 mos
Fsc Securities CorporationBroker
February 1995 - July 1995 · 5 mos
Keogler, Morgan & Company, INC.Broker
December 1994 - February 1995 · 2 mos
Prudential Securities IncorporatedBroker
June 1994 - December 1994 · 6 mos
State Registrations1 state
NC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.