Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Burlington, TX
Transamerica Retirement Advisors, LLC
Enterprise
Brent Harper is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms including Valic Financial Advisors and Edward Jones. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.
Based on Transamerica Retirement Advisors, LLC
Based on Transamerica Retirement Advisors, LLC
Up to 0.45% annually
Burlington, TX
Burlington TX
Advisors at this office
1
Texas
9 years of industry experience
Transamerica Life Insurance Company
2024 - Present • 2 years
Burlington, TX
Transamerica Investors Securities Corporation
2024 - Present • 2 years
Burlington, TX
AGIA
2022 - 2024 • 2 years
Houston, TX
Valic Financial Advisors
2017 - 2024 • 7 years
Austin, TX
Amos Electic Supply
2017 - 2017 • 1 year
Temple, TX
Unemployed
2016 - 2017 • 1 year
Temple, TX
Edward Jones
2016 - 2016 • 1 year
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 previously worked at Favor and The A Team-Mobile Veterinary Care. Outside of advising, she is a majority owner and bookkeeper of Shuffield Land Clearing & Services, LLC, a land management and forestry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
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.
Series 66
Cameron, TX
OSAIC
Adam Carter is a Series 66-licensed financial advisor with OSAIC, bringing two years of industry experience. He has held roles at OSAIC and FSC Securities Corporation since 2023 and serves as Vice President of Haber Wealth Group. Outside of advisory work, Carter manages a cattle ranch and serves on the board of the Cameron Chamber of Commerce. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services that include financial planning, managed portfolios, and access to third-party money managers.
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