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AB
AB

Amy Lee Birtcher

Transamerica Retirement Advisors, LLC
27 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Transamerica Retirement Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
285 advisors
Number of Clients
212,858 clients
Average Client Portfolio
$76K average
Assets Under Management
$16.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee

Location

Copemish, MI

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History

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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Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
July 2017 - Present · 8 yrs 7 mos
Transamerica Investors Securities, LLC
May 2004 - Present · 21 yrs 9 mos
Transamerica Investors Securities, LLCBroker
May 2004 - Present · 21 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
November 2003 - May 2004 · 6 mos
Fahnestock Asset Management
November 2003 - May 2004 · 6 mos
Mcdonald Investments INC.
October 2003 - November 2003 · 1 mo
Mcdonald Investments INC.Broker
February 2000 - November 2003 · 3 yrs 9 mos
Invesco Distributors, INC.Broker
April 1997 - June 1999 · 2 yrs 2 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.