Kevin Patrick Lynch
Investment adviser representative at Transamerica Retirement Advisors, LLC
17 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
17 years in the industry.
- Transamerica Retirement Advisors, LLCJun 2022 to now
- Transamerica Investors Securities CorporationJun 2022 to now
- Transamerica Life Insurance CompanyMay 2022 to now
- Nationwide Investment Services CorpNov 2018 to May 2022
- MML Distributors, LLCMay 2014 to Oct 2018
- Massmutual Financial GroupJan 2009 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 3177600
- Firm CRD
- 107319