Ahmber
Bailes

Transamerica Retirement Advisors, LLC

CRD#7537346
Investment Advisor
in Houston, TX

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About this Advisor

Ahmber Bailes is a financial advisor based in Houston, Texas, working with Transamerica Retirement Advisors, LLC. Ahmber has previously held positions at Morgan Stanley, Doordash, Instacart, Clark Atlanta University, Mcalister's, Rue 21, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Ahmber has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Ahmber is part of Transamerica Retirement Advisors, LLC, which operates out of Houston, Texas. 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

Series 66

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

Houston, TX

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

TX Average: $9,259,360,772
Total Number of Employees

333

TX Average: 166
Total Number of Accounts

160,403

TX Average: 7,189
Average Account Size

$79,051

TX Average: $1,287,990

Investment Advisory Services

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

Ahmber Bailes Work History

2023 - Present (1 year)

Transamerica Investors Securities Corporation

2023 - Present (1 year)

Transamerica Life Insurance Company

2022 - 2023 (1 year)

Morgan Stanley

2021 - 2021 (< 1 year)

Doordash

2021 - 2021 (< 1 year)

Instacart

2019 - 2020 (1 year)

Clark Atlanta University

2019 - 2019 (< 1 year)

Mcalister'S

2018 - 2021 (3 years)

Clark Atlanta University

2017 - 2018 (1 year)

Mcalister'S

2016 - 2017 (1 year)

Rue 21

Disclosures

Please visit the SEC profile of Ahmber Bailes 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

Lynn Pederson
Bloomington, MN
Michael Beck
Parker, CO
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Adam Helm
Brentwood, TN
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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