Miguel
Martinez
Transamerica Retirement Advisors, LLC
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About this Advisor
Miguel Martinez is a certified financial planner working in Cumming, Georgia with 2 years of relevant experience. Martinez works at Transamerica Retirement Advisors, LLC. Their career trajectory has included roles at Camelback Toyota, Allstate Insurance Co, Transamerica Investors Securities Corporation, The Vanguard Group, Inc and Transamerica Retirement Solutions. Martinez has a Series 63 license, certifying them as a securities broker, and can operate in Georgia. Transamerica Retirement Advisors, LLC is an advisory company operating out of Saint Paul, MN. The firm has offices in 20 locations and a total of 311 people on staff. It manages $10 billion in assets across its 147,144 customer accounts, placing it among the biggest firms in the United States by assets under management. Transamerica Retirement Advisors, LLC performs a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules are based on which service is provided. Fee types billed by Transamerica Retirement Advisors, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Miguel Martinez Work History
Miguel has been registered as a financial advisor for 2 years.*
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Camelback Toyota
Allstate Insurance Co
The Vanguard Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Miguel Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
