Robert John Williams
Financial advisor at Transamerica Retirement Advisors, LLC · Seminole, FL
Last updated 2026-10-10
Claim your profileRobert John Williams is a financial advisor at Transamerica Retirement Advisors, LLC in Seminole, FL, CRD 6052839. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2013-11-07.
Registration
- CRD number
- 6052839
- Registration status
- Active
- IAPD registration
- 2013-11-07
- Industry Experience
- 12 years
- Work Experience
- 14 years
- States registered
- FL
Licenses and exams
- Series 63
- Series 66
Work history
- 2012-03 to 2019-06 · T. Rowe Price · Tampa, FL
- 2020-01 to Present · Transamerica Investors Securities Corporation · St. Petersburg, FL
- 2019-07 to 2020-01 · Unemployment · Seminole, FL
- 2020-01 to Present · Transamerica Life Insurance Company · St. Petersburg, FL
Current employment
- Transamerica Retirement Advisors, LLC · Cedar Rapids, IA
Transamerica Retirement Advisors, LLC
- Regulatory AUM
- $18,827,476,086
- Registered advisors
- 303
- Offices
- 254
- Clients per advisor
- 702.1 (Very high)
- Average AUM per client
- $88.5K (Low)
- High-net-worth client ratio
- 0.0% (Low)
Transamerica Retirement Advisors, LLC: advisors, services and reported ETF investments
About
Robert John Williams is a financial advisor at Transamerica Retirement Advisors, LLC in Seminole, FL. Reported securities licenses include Series 63 and Series 66. The latest record indicates 12 years of industry experience and 14 years of reported work history. Reported roles include Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Unemployment, T. Rowe Price.
Transamerica Retirement Advisors, LLC's firm-level Form ADV reports 303 advisors across 254 offices; approximately 702.1 clients per advisor, average assets per client of $88,507, and regulatory AUM of $18.8B; client categories including Individuals (non-HNW), Pension and profit-sharing plans; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Educational Seminars or Workshops.
What this firm offers
Filed by Transamerica Retirement Advisors, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
Location
Seminole, FL
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 866-368-0566
- Website: transamerica.com
Official record
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