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Brent Harper

Advisor at Transamerica Retirement Advisors, LLC

Updated today

Location

Burlington, TX

Credentials

Series 66

Industry experience

8 years

About

Brent Harper is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Valic Financial Advisors and AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with various managed advice programs and investment education services, utilizing proprietary portfolio models and oversight from Morningstar Investment Management. The firm focuses on asset allocation and retirement guidance for a broad client base and operates as part of the larger Transamerica/AEGON group.

Client services

Based on Transamerica Retirement Advisors, LLC

Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Transamerica Retirement Advisors, LLC

General retirement planning Retirement income strategy Income planning

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Fee options

Percentage

Up to 0.45% annually

Location

Burlington, TX

Most active in

Texas

Work history

Transamerica Life Insurance Company

2024 - Present (2 years)

Transamerica Investors Securities Corporation

2024 - Present (2 years)

AGIA

2022 - 2024 (2 years)

Valic Financial Advisors

2017 - 2024 (7 years)

Amos Electic Supply

2017 - 2017 (1 year)

Unemployed

2016 - 2017 (1 year)

Edward Jones

2016 - 2016 (1 year)

Unemployed

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Carley S

Series 66

Cameron, TX

Edward Jones

Carley Shuffield is a financial advisor with Edward Jones in Cameron, TX, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2020 and previously held roles at Favor and The A Team-Mobile Veterinary Care. Outside of her advisory work, she is a majority owner of Shuffield Land Clearing & Services, LLC, where she assists with bookkeeping and payroll. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers various tax-efficient and overlay services supported by a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Melanie R

Series 63, Series 66

Cameron, TX

Edward Jones

Melanie Romine is a financial advisor with Edward Jones in Cameron, TX, holding Series 63 and Series 66 credentials and having 38 years of industry experience. She has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services, supported by a nationwide network of over 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Adam C

Series 66

Cameron, TX

OSAIC

Adam Carter is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has held roles at FSC Securities Corporation and Haber Wealth Group and previously worked for Aledo ISD for twelve years. Outside of advisory work, he manages a cattle ranch and serves on the board of the Cameron Chamber of Commerce. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and nonprofits. The firm offers a diverse range of advisory programs and investment options, supported by advanced asset-allocation and portfolio management tools.

Annuities Founder/Business Owner Executive Retired
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