James Dallas Porter
Investment adviser representative at Transamerica Retirement Advisors, LLC
13 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
13 years in the industry.
- Transamerica Retirement Advisors, LLCNov 2025 to now
- Transamerica Investors Securities, LLCApr 2025 to now
- Transamerica Life Insurance CompanyApr 2025 to now
- CountybankSep 2024 to Jan 2025
- First Citizens Investor ServicesAug 2022 to Aug 2024
- First Citizens BankFeb 2022 to Aug 2024
- TruistJul 2021 to Feb 2022
- Chick-fil-aJul 2019 to Jul 2021
- Sherwin WilliamsNov 2017 to Jul 2019
- Mr. K's Used BooksMay 2017 to Nov 2017
- North Greenville UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7611330
- Firm CRD
- 107319