Brett
Weston
Transamerica Retirement Advisors, LLC
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About this Advisor
Brett Weston is a financial advisor based in Palm Coast, Florida, working with Transamerica Retirement Advisors, LLC. Brett has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Pruco Securities, LLC, Prudential Insurance Company Of America, Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. Brett has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Brett is part of Transamerica Retirement Advisors, LLC, which operates out of Palm Coast, Florida. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$12,680,043,622
333
160,403
$79,051
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Brett Weston Work History
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Pruco Securities, LLC
Prudential Insurance Company Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Brett Weston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Retirement Advisors, LLC
Evergreen, CO
Ontario, CA
New Brighton, MN
Denver, CO
Houston, TX
Mt. Kisco, NY
Stillwater, MN
Tampa, FL
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