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Eugene McMillan Musselwhite III

Investment Adviser Representative at TRANSAMERICA RETIREMENT ADVISORS, LLC

Matthews, NCCRD #1503990Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eugene Mcmillan Musselwhite has worked in the securities industry since 2001. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/24/1994
Series 65
Uniform Investment Adviser Law Examination
Passed 6/22/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/8/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $2,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Transamerica Retirement Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRANSAMERICA INVESTORS SECURITIES, LLCCurrent
1/5/2017Matthews, NC
TRANSAMERICA RETIREMENT ADVISORS, LLCCurrent
1/5/2017Matthews, NC
LINCOLN FINANCIAL ADVISORS CORPORATION
2/15/201212/27/2016Matthews, NC
INTERCAROLINA FINANCIAL SERVICES, INC.
11/30/20102/16/2011Matthews, NC
NEWPORT GROUP SECURITIES, INC.
2/27/20081/28/2009Lake Mary, FL
UVEST FINANCIAL SERVICES GROUP, INC.
3/26/200412/31/2007Charlotte, NC
BANC OF AMERICA INVESTMENT SERVICES, INC.
12/11/20028/13/2003Charlotte, NC

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eugene McMillan Musselwhite III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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