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Terry Allen Murphy

Financial Professional at Transamerica Retirement Advisors, LLC

Lino Lakes, MNCRD #2761320
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
9

Professional summary

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

Terry Allen Murphy is a financial professional associated with Transamerica Retirement Advisors, LLC in Lino Lakes, MN, where they have been associated since 2015. They have worked in the securities industry since 1996 and have been registered with 3 firms, including Transamerica Financial Advisors, Inc. and U.S. Bancorp Investments, Inc. They have passed 9 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal).

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/10/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 9/4/1996
Series 52
Municipal Securities Representative Examination
Passed 9/25/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/2/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/10/1996
Series 53
Municipal Securities Principal Examination
Passed 3/24/2003
Series 24
General Securities Principal Examination
Passed 9/27/2001
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/25/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Transamerica Retirement Advisors, LLCCurrent
1/5/2015 – Lino Lakes, MN
Transamerica Financial Advisors, Inc.
5/23/2008 – 12/31/2014St. Paul, MN
U.S. Bancorp Investments, Inc.
2/22/2006 – 5/14/2008Saint Paul, MN

Official records & sources

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

About Transamerica Retirement Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$2,000,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement plans (including rollover IRAs, 401(k)s, and 403(b)s), life insurance (index universal life, term life, whole life, final expense), annuities (registered index-linked, variable, customer direct), investments (mutual funds, exchange-traded funds), and employee benefits (critical illness insurance, disability insurance, group universal life, hospital indemnity insurance, supplemental medical expense insurance).

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingEducational Seminars and Workshops
Firm areas of expertise
Retirement PlanningLife InsuranceAnnuitiesMutual FundsETFsEmployee BenefitsDisability InsuranceCritical Illness Insurance401(k)403(b)Rollover IRA+1 more

Client types the firm serves

IndividualsPension/Profit Sharing

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
309
Offices listed on AdvisorFinder:
5
Main office:
Cedar Rapids, IA
SEC file number:
801-42910

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

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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. Terry Allen Murphy 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Terry Allen Murphy (Transamerica Retirement Advisors)