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Adviser and broker representative · Transamerica Retirement Advisors, LLC

Brice R. Davis

CRD 6330878 · Bixby, OK

At a glance

Brice R. Davis is an investment adviser representative with Transamerica Retirement Advisors, LLC in Bixby, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brice’s SEC record dates to 2016, about 10 years ago. Brice is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

SEC adviser record

Registered since
2016 (10 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Brice’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.