Alex Adair, financial advisor Saint Paul MN

Alex Adair

CRD Number: 6990105
Current Firm: Transamerica Retirement Advisors, LLC

Alex Adair (CRD# 6990105) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Paul, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investors Securities Corporation St. Paul, MN Jul 2018 - Current 5
Transamerica Retirement Solutions St. Paul, MN Apr 2018 - Current 5
Sabic Polymershapes/ Polymershapes Brooklyn Park, MN May 2014 - Apr 2018 3
General Electric - Fleet Services Eden Prairie, MN Feb 2014 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Alex W. Adair
Phone Number: 866-368-0566
Registered State(s):
  • MN
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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