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Inka Ashley-Lassen

Transamerica Retirement Advisors, LLC
26 Years of Experience
Atlanta, GA
1 DisclosureBroker
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Inka Ashley-Lassen is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Atlanta, GA, with 26 years of industry experience. Inka 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

Atlanta, GA

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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.
Employment Separation After Allegations
February 2017
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
March 2018 - Present · 8 yrs 7 mos
Transamerica Investors Securities, LLC
February 2018 - Present · 8 yrs 8 mos
Transamerica Investors Securities, LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - March 2017 · 6 mos
Suntrust Investment Services, INC.
May 2016 - December 2016 · 7 mos
Suntrust Investment Services, INC.Broker
September 2015 - March 2017 · 1 yr 6 mos
Princor Financial Services CorporationBroker
April 2015 - August 2015 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - August 2014 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2005 - August 2014 · 9 yrs 3 mos
Suntrust Capital Markets, INC.Broker
November 2003 - May 2005 · 1 yr 6 mos
Goldman, Sachs & CO.Broker
October 2000 - May 2003 · 2 yrs 7 mos
Salomon Smith Barney INC.Broker
May 1999 - August 2000 · 1 yr 3 mos
First Union Brokerage Services, INC.Broker
November 1997 - April 1999 · 1 yr 5 mos
State Registrations1 state
GA
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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