Annie Lynn Adams
Investment adviser representative at Transamerica Retirement Advisors, LLC
15 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
15 years in the industry.
- Transamerica Retirement Advisors, LLCApr 2025 to now
- Transamerica Investors Securities, LLCFeb 2025 to now
- Transamerica Life Insurance CompanyFeb 2025 to now
- Horace Mann Investors, IncMay 2024 to Feb 2025
- Horace Mann CompaniesJan 2019 to Feb 2025
- Horace Mann CompaniesFeb 2015 to Dec 2018
- Horace Mann Investors, Inc.Feb 2015 to Dec 2018
- High Country AdventuresJan 2011 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6395205
- Firm CRD
- 107319