Alexander Charles Lambert
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 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
10 years in the industry.
- Transamerica Retirement Advisors, LLCNov 2023 to now
- Transamerica Investors Securities CorporationNov 2023 to now
- Transamerica Life Insurance CompanyNov 2023 to now
- Cetera Investment Advisers LLCSep 2023 to Oct 2023
- Cetera Investment Services LLCSep 2023 to Oct 2023
- Cetera Investment Services LLCApr 2023 to Aug 2023
- UnemployedMay 2021 to Mar 2023
- StudentAug 2018 to May 2021
- Harris TeeterJun 2018 to Aug 2018
- StudentSep 2017 to Jun 2018
- Dermatology Center of WilliamsburgJun 2017 to Sep 2017
- StudentSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7799932
- Firm CRD
- 107319