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Calvin Wilson

Transamerica Retirement Advisors, LLC
12 Years of Experience
Ocoee, FL
1 DisclosureBroker
View SEC Summary
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Calvin Wilson is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Ocoee, FL, with 12 years of industry experience. Calvin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,722 clients with $19B in assets under management.

Transamerica Retirement Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
306 advisors
Number of Clients
212,722 clients
Average Client Portfolio
$89K average
Assets Under Management
$18.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K0.95%
$150K - $1000K0.90%
$1M+0.80%

Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ocoee, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
June 2026 - Present · 4 mos
Transamerica Investors Securities, LLCBroker
June 2026 - Present · 4 mos
Transamerica Investors Securities, LLC
June 2026 - Present · 4 mos
Previous Registrations
Edward Jones
September 2024 - December 2025 · 1 yr 3 mos
Edward JonesBroker
August 2024 - December 2025 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - June 2024 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - June 2024 · 6 yrs 11 mos
Edward JonesBroker
June 2016 - September 2016 · 3 mos
Mony Securities CorporationBroker
November 1998 - October 2001 · 2 yrs 11 mos
First Colonial Securities Group, INC.Broker
October 1997 - June 1998 · 8 mos
Meyers Pollock Robbins, INC.Broker
April 1997 - October 1997 · 6 mos
State Registrations52 states
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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.
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