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Adriel Jon Mcintosh

Transamerica Retirement Advisors, LLC
16 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

Asbury, IA

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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 Investors Securities, LLC
June 2022 - Present · 3 yrs 8 mos
Transamerica Retirement Advisors, LLC
June 2022 - Present · 3 yrs 8 mos
Transamerica Investors Securities, LLCBroker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Prudential Investment Management Services LLCBroker
January 2009 - April 2022 · 13 yrs 3 mos
State Registrations2 states
IAIL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.