Meghan Elizabeth Bright
Investment adviser representative at Transamerica Retirement Advisors, LLC
14 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
14 years in the industry.
- Transamerica Retirement Advisors, LLCOct 2025 to now
- Transamerica Investors Securities, LLCOct 2025 to now
- Transamerica Life Insurance CompanyOct 2025 to now
- M's Financial Services LLCFeb 2024 to Jul 2025
- Cetera Investment AdvisersOct 2023 to Oct 2025
- Cetera Wealth Services, LLCAug 2023 to Oct 2025
- Evershore FinancialJul 2023 to Oct 2025
- Minnesota Life Insurance coJul 2023 to Aug 2023
- Securian Financial Services incJul 2023 to Aug 2023
- ZoetisMar 2022 to Sep 2023
- HachDec 2012 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7784809
- Firm CRD
- 107319