Eugene Musselwhite (CRD# 1503990) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Matthews, NC and has over 29 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Matthews, NC | Jan 2017 - Current | 7 |
| Transamerica Retirement Solutions | Matthews, NC | Dec 2016 - Current | 7 |
| Self Employed | Matthews, NC | Feb 2009 - Current | 15 |
| Lincoln Financial Advisors | Matthews, NC | Jan 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- NC
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- 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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