TrueAdvisor
TrueAdvisor
AH
AH

Allan Norman Hunter

Transamerica Retirement Advisors, LLC
20 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

Port St Lucie, FL

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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
September 2016 - Present · 9 yrs 5 mos
Transamerica Investors Securities, LLC
January 2010 - Present · 16 yrs 1 mo
Transamerica Investors Securities, LLCBroker
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
VALIC Financial Advisors, INC.
May 2005 - November 2009 · 4 yrs 6 mos
VALIC Financial Advisors, INC.Broker
May 2005 - November 2009 · 4 yrs 6 mos
Pruco Securities, LLC.Broker
November 2004 - May 2005 · 6 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.