Colton Ross Clevenger
Investment adviser representative at Transamerica Retirement Advisors, LLC
12 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
12 years in the industry.
- Transamerica Retirement Advisors, LLCNov 2024 to now
- Transamerica Investors Securities CorporationNov 2024 to now
- Transamerica Life Insurance CompanyNov 2024 to now
- East Carolina UniversityAug 2014 to now
- J.P. Morgan Securities LLCOct 2022 to Oct 2024
- JPMorgan Securities LLCSep 2020 to Oct 2022
- Wells Fargo Clearing Services, LLCMay 2019 to May 2020
- Wells Fargo Bank, NAJun 2015 to May 2020
- JPMorgan Chase Bank, N.A.Sep 2014 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7123440
- Firm CRD
- 107319