Lina Degay
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.
- Transamerica Retirement Advisors, LLCAug 2026 to now
- Transamerica Investors Securities, LLCAug 2026 to now
- Transamerica Life Insurance CompanyAug 2026 to now
- HomemakerAug 2025 to Jul 2026
- Bank of America, N.A.May 2025 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to Jul 2025
- BMO BankMar 2024 to Feb 2025
- Citizens BankNov 2021 to Mar 2024
- HomemakerApr 2017 to Oct 2021
- Berloga GymJan 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8067906
- Firm CRD
- 107319