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Brent Alan Burnett

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.

  1. Transamerica Retirement Advisors, LLCOct 2024 to now
  2. Transamerica Investors Securities CorporationOct 2024 to now
  3. Transamerica Life Insurance CompanyOct 2024 to now
  4. City of Neptune BeachApr 2023 to Oct 2024
  5. Pfs Investments Inc.Jan 2020 to Oct 2024
  6. Primerica Financial ServicesDec 2019 to Oct 2024
  7. Ss&c/adventFeb 2018 to Sep 2024
  8. Domino's PizzaFeb 2018 to Oct 2019
  9. Thrivent FinancialOct 2017 to Jan 2018
  10. Thrivent Investment Management IncOct 2017 to Jan 2018
  11. UnemployedMay 2017 to Oct 2017
  12. Bac/merrill LynchJan 2012 to May 2017
  13. Bank of America, N.A.Aug 2011 to May 2017
  14. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2006 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2008

State registrations

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

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
5219105
Firm CRD
107319
Advisor's SEC record (opens in a new tab)
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