Joseph
Livesay

Transamerica Retirement Advisors, LLC

CRD#1519338
Investment Advisor
in Denver, CO
Are you Joseph Livesay? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1801 California St. Suite 5200
Denver, CO 80202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$5,146,999,664

CO Average: $5,289,111,388
Total Number of Employees

387

CO Average: 157
Total Number of Accounts

37,473

CO Average: 8,262
Average Account Size

$137,352

CO Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2015 - Present (4 years)

Transamerica Investors Securities Corporation

2015 - Present (4 years)

Transamerica Retirement Solutions

2013 - 2013 (0 years)

Allstate Insurance Co

2013 - 2013 (0 years)

Impact Dynamic LLC

2013 - 2015 (2 years)

Halliburton Energy Services

2012 - 2012 (0 years)

Wells Capital, Inc

2012 - 2012 (0 years)

Wells Investment Securities, Inc

2011 - 2012 (1 years)

Contango Capital Advisors, Inc

2008 - 2011 (3 years)

Transamerica Capital, Inc

Disclosures

Joseph Livesay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started