Inka E. Ashley-lassen
Professional summary
Inka Eyvette Ashley-lassen, who also goes by Inka Eyvette Ashley-lassen, Inka Ashley-lassen, Inka Ashley Lassen, Inka Eyvette Peteet, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Atlanta, Georgia and TRANSAMERICA INVESTORS SECURITIES, LLC located in Palm City, Florida.
Inka is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Inka has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Inka Eyvette Ashley-lassen's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2018 - Present
TRANSAMERICA RETIREMENT ADVISORS, LLC
February 14, 2018 - Present
TRANSAMERICA INVESTORS SECURITIES, LLC
September 9, 2016 - March 7, 2017
TRUIST ADVISORY SERVICES, INC.
May 17, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
September 9, 2015 - March 7, 2017
TRUIST INVESTMENT SERVICES, INC.
April 23, 2015 - August 4, 2015
PRINCIPAL SECURITIES, INC.
October 4, 2007 - August 7, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 2, 2005 - August 7, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 13, 2003 - May 3, 2005
TRUIST SECURITIES, INC.
October 4, 2000 - May 22, 2003
GOLDMAN SACHS & CO. LLC
May 21, 1999 - August 25, 2000
CITIGROUP GLOBAL MARKETS INC.
November 19, 1997 - April 28, 1999
FIRST UNION BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/14/2018)
(3/8/2018)
Exams
FINRA
Current Firm
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 212,836 |
| AUM (Assets Under Management) | $ 16,157,423,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2025 | ||
| 10/25/2024 | ||
| 07/25/2023 |
Red Flags
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