Joy Michelle abbott Mcmurchy
Investment adviser representative at Transamerica Financial Advisors, LLC
18 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Transamerica Financial Advisors, LLCMar 2026 to now
- InheritguardJan 2025 to now
- Insurance Solutions for Affiliated Agents LLCDec 2024 to now
- Eagle Business ConsultingSep 2023 to now
- NotaryMar 2020 to now
- The Wealth WaveFeb 2020 to now
- World Financial Group Insurance AgencySep 2018 to now
- NetlawSep 2021 to Nov 2023
- Legacy ShieldNov 2018 to Feb 2021
- Smitty's Inc./star Ratings USAMar 2014 to Feb 2022
- Self EmployedJul 2008 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 8246801
- Firm CRD
- 16164