Eugene
Musselwhite

Transamerica Retirement Advisors, LLC

CRD#1503990
Investment Advisor
in Matthews, NC

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About this Advisor

Eugene Musselwhite is a financial advisor who works out of Matthews, North Carolina who has 6 years of industry experience. Musselwhite is an employee of Transamerica Retirement Advisors, LLC. Throughout their career, Musselwhite has worked at Lincoln Financial Advisors, Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. Musselwhite holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Transamerica Retirement Advisors, LLC is a company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 employees. It oversees $10 billion in assets under management across its 147,144 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Transamerica Retirement Advisors, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Office Location

Matthews, NC

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

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

311

NC Average: 157
Total Number of Accounts

147,144

NC Average: 8,262
Average Account Size

$70,371

NC Average: $640,173

Investment Advisory Services

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

Eugene Musselwhite Work History

Eugene has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Transamerica Investors Securities Corporation

2016 - Present (8 years)

Transamerica Retirement Solutions

2012 - 2016 (4 years)

Lincoln Financial Advisors

*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 Eugene Musselwhite 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

Kevin Miller
Southampton, NJ
Edward Marrone
Manitou Springs, CO
Jasmine Gregg
Lewisville, TX
Jonathan Velez
Saint Petersburg, FL
Jesus Osorio Martinez
Woodstock, GA
Steven Beller
Macomb, MI
Andrew Rizk
San Diego, CA
Elisabeth Henderson
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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