Barnabas White, financial advisor Acworth GA

Barnabas White

CRD Number: 4242847
Current Firm: Transamerica Retirement Advisors, LLC

Barnabas White (CRD# 4242847) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Acworth, GA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Retirement Solutions Austell, GA Sep 2013 - Current 7
Transamerica Investors Securities Corporation Austell, GA Sep 2013 - Current 7
Wells Fargo Bank Na East Point, GA Feb 2013 - Aug 2013 < 1
Wells Fargo Advisors, LLC East Pointq, GA Feb 2013 - Aug 2013 < 1
Bank Of America, N.a. Atlanta, GA Nov 2011 - Feb 2013 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Atlanta, GA Sep 2011 - Feb 2013 1
Pfs Investments, Inc. Smyrna, GA May 2011 - Sep 2011 < 1
Primerica Smyrna, GA Nov 2010 - Sep 2011 < 1
Primerica Financial Services Smyrna, GA May 1997 - Sep 2011 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Barnabas A. White
Phone Number: 866-368-0566
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    6,301
    MILLIONS
  • Total Number of Accounts
    84,230
    ACCOUNTS
  • Average Account Value
    $74,808
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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