Zachary Howes
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 yearsExperience
2 statesRegistered in
$18.8BFirm assets
33 yearsFirm in business
Are you Zachary Howes? 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, LLCOct 2022 to now
- Transamerica Investors Securities CorporationMar 2020 to now
- Transamerica Life Insurance CompanyMar 2020 to now
- UnemployedMay 2019 to Mar 2020
- Edward JonesJun 2017 to May 2019
- UnemployedJan 2017 to Jun 2017
- FiscalnoteMar 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, SC).
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
- 5979036
- Firm CRD
- 107319