Joshua Willard
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 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
10 years in the industry.
- Transamerica Retirement Advisors, LLCJul 2026 to now
- Transamerica Investors Securities, LLCJul 2026 to now
- Transamerica Life Insurance CompanyJul 2026 to now
- AgiaMar 2025 to Jun 2026
- Valic Financial Advisors, Inc.Mar 2025 to Jun 2026
- Gwfs Equities, IncSep 2021 to Mar 2025
- Firefighter's First Credit UnionJul 2020 to Sep 2021
- UnemployedFeb 2020 to Jul 2020
- Jackson National Life Distributors LLCOct 2019 to Feb 2020
- JP Morgan Securities LLCJun 2017 to Oct 2019
- JPMorgan Chase BankJun 2017 to Oct 2019
- UnemployedFeb 2017 to Jun 2017
- Regions Financial CorporationOct 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- 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
- 6814409
- Firm CRD
- 107319