Joshua Travis Wilson
Investment adviser representative at Transamerica Retirement Advisors, LLC
11 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
11 years in the industry.
- Transamerica Retirement Advisors, LLCJan 2026 to now
- Transamerica Investors Securities, LLCJan 2026 to now
- Transamerica Life Insurance CompanyJan 2026 to now
- UnemployedJun 2025 to Jan 2026
- Fidelity InvestmentsSep 2021 to Jun 2025
- Bank of America, N.A.Feb 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Sep 2021
- Edward JonesDec 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6587813
- Firm CRD
- 107319