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Eric William Vowles

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.

  1. Transamerica Retirement Advisors, LLCJul 2025 to now
  2. Transamerica Investors Securities, LLCJul 2025 to now
  3. Transamerica Life Insurance CompanyJul 2025 to now
  4. Cambridge Investment Research Advisors, Inc.Apr 2025 to Apr 2025
  5. Cambridge Investment Research, Inc.Apr 2025 to Apr 2025
  6. LPL Financial LLCOct 2024 to Feb 2025
  7. Hutton Wealth Management (osaic)Jun 2024 to Oct 2024
  8. Osaic Wealth IncJun 2024 to Oct 2024
  9. Fidelity InvestmentsJan 2022 to May 2024
  10. Thrivent FinancialOct 2020 to Jan 2022
  11. Thrivent Investment Management IncAug 2020 to Jan 2022
  12. DoordashApr 2019 to Oct 2020
  13. All Saints Anglican ChurchSep 2013 to Oct 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7287705
Firm CRD
107319
Advisor's SEC record (opens in a new tab)
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