Ryan Waller, financial advisor Cypress TX

Ryan Waller

CRD Number: 3145769
Current Firm: Transamerica Retirement Advisors, LLC

Ryan Waller (CRD# 3145769) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Cypress, TX and has over 25 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Transamerica Investors Securities Corporation Cypress, TX Jul 2019 - Current 4
Transamerica Life Insurance Company Cypress, TX May 2018 - Current 5
Transamerica Capital Inc. Denver, CO May 2018 - Jul 2019 1
Principal Financial Houston, TX Oct 2005 - May 2018 12
Princor Houston, TX Oct 2005 - May 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Ryan T. Waller
Phone Number: 866-368-0566
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,355
    MILLIONS
  • Total Number of Accounts
    147,144
    ACCOUNTS
  • Average Account Value
    $70,371
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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