Miguel Angel Martinez
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.8BFirm assets
Are you Miguel Angel Martinez? Claim your profile
Contact this firm
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
10 years in the industry.
- Transamerica Retirement Advisors, LLCFeb 2021 to now
- Transamerica Investors Securities CorporationJan 2017 to now
- Transamerica Retirement SolutionsDec 2016 to now
- Allstate Insurance CoJun 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5192234
- Firm CRD
- 107319