Barnabas WhiteCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|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|
Total Assets Under Management6,301MILLIONS
Total Number of Accounts84,230ACCOUNTS
Average Account Value$74,808
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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