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Alan Perdue

Transamerica Retirement Advisors, LLC
7 Years of Experience
Denton, TX
2 DisclosuresBroker
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Alan Perdue is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Denton, TX, with 7 years of industry experience. Alan 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
304 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

Denton, TX

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History

Regulatory History (2)
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.
Judgment / Lien
May 2010
Criminal
July 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
October 2024 - Present · 2 yrs
Transamerica Investors Securities, LLC
October 2024 - Present · 2 yrs
Transamerica Investors Securities, LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
Robinhood Financial, LLCBroker
February 2024 - July 2024 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - April 2023 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - April 2023 · 1 mo
Fidelity Personal and Workplace Advisors
October 2018 - October 2022 · 4 yrs
Fidelity Brokerage Services LLCBroker
July 2017 - October 2022 · 5 yrs 3 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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