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Gloria Vanessa Russell

Investment adviser representative at Transamerica Retirement Advisors, LLC
11 yearsExperience
1 stateRegistered in
$18.8BFirm assets
33 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Transamerica Retirement Advisors, LLCSep 2019 to now
  2. Transamerica Investors Securities CorporationSep 2019 to now
  3. Transamerica Life Insurance CompanyAug 2019 to now
  4. JP Morgan Securities, LLCOct 2017 to Aug 2019
  5. London RealtySep 2015 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2015
  • Series 63 · Uniform Securities Agent State Law2020

State registrations

Registered as an investment adviser representative in 1 state (IL).

Transamerica Retirement Advisors, LLC

$18.8BAssets managed
212,722Clients
303Advisers
33 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2229432
Firm CRD
107319
Advisor's SEC record (opens in a new tab)
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