Kendrick Tramell Crayton
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, LLCMay 2025 to now
- Transamerica Investors Securities, LLCMay 2025 to now
- Transamerica Life Insurance CompanyMay 2025 to now
- Earn Your WeekendOct 2018 to now
- Bank of America, N.A.Nov 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Jul 2024
- Robinhood Financial, LLCAug 2021 to Aug 2022
- TD AmeritradeSep 2020 to May 2021
- Utility ConciergeJan 2020 to Jul 2020
- Self EmployedSep 2019 to Jan 2020
- Alliance United - Kemper InsuranceMay 2018 to Sep 2019
- Spectrum VoipMar 2018 to May 2018
- Liberty MutualOct 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7290989
- Firm CRD
- 107319