William J Carver
Investment adviser representative at Transamerica Retirement Advisors, LLC
20 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
20 years in the industry.
- Transamerica Retirement Advisors, LLCDec 2025 to now
- Transamerica Life Insurance CompanyDec 2025 to now
- Transamerica Investors Securities, LLCDec 2005 to now
- Guardian Life Insurance CompanyMar 2025 to Dec 2025
- Park Avenue SecuritiesMar 2025 to Dec 2025
- MassmutualAug 2024 to Mar 2025
- Thrivent Investment Management Inc.Nov 2022 to Aug 2024
- Thrivent FinancialOct 2022 to Apr 2024
- UnemployedJun 2022 to Oct 2022
- Northwestern Mutual Wealth Management CompanyJul 2021 to Jun 2022
- Northwestern Mutual Investment Services LLCOct 2020 to Jun 2022
- Northwestern Mutual Life Insurance CompanyOct 2020 to Jun 2022
- UnemployedApr 2020 to Oct 2020
- Bank of America Merrill LynchOct 2015 to Apr 2020
- Merrill LynchOct 2015 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4819012
- Firm CRD
- 107319