Transamerica Retirement Advisors, LLC
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About this Advisor
Joseph Livesay is a certified financial planner who works out of Denver, Colorado, who has been in the financial industry for 10 years. Livesay works at Transamerica Retirement Advisors, LLC. Their career trajectory has included roles at Transamerica Capital, Inc, Contango Capital Advisors, Inc, Wells Capital, Inc, Wells Investment Securities, Inc, Allstate Insurance Co, Impact Dynamic LLC, Transamerica Investors Securities Corporation, Halliburton Energy Services and Transamerica Retirement Solutions. Livesay holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Colorado. Transamerica Retirement Advisors, LLC is a registered investment business based out of Denver, Colorado. The investment advisory business has offices in six locations and a total of 387 advisors. It administers $5 billion in total assets across its 37,473 accounts, placing it among the largest investment advisory firms in the country by assets under management. Transamerica Retirement Advisors, LLC performs a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Transamerica Retirement Advisors, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Transamerica Retirement Advisors, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Joseph Livesay Work History
Joseph has 10 years of experience.
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Allstate Insurance Co
Impact Dynamic LLC
Halliburton Energy Services
Wells Capital, Inc
Wells Investment Securities, Inc
Contango Capital Advisors, Inc
Transamerica Capital, Inc
Joseph Livesay has no disclosures.
Please visit their SEC profile for more details.