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Financial ADVSR advisor directory · SEC adviser records

Transamerica Financial Advisors, LLC financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a Transamerica Financial Advisors, LLC office in Lake Mary, A to Z.

The short answer

3 registered advisors work at Transamerica Financial Advisors, LLC in Lake Mary, out of 1,006 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Transamerica Financial Advisors, LLC advisors in Lake Mary, A to Z

Every Transamerica Financial Advisors, LLC advisor →

Transamerica Financial Advisors, LLC advisors in every city and state →Transamerica Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Transamerica Financial Advisors, LLC advisors in other cities

Bellevue, WA 37Houston, TX 34Plano, TX 32Las Vegas, NV 30Portland, OR 29Alpharetta, GA 28Centennial, CO 27Cedar Rapids, IA 25Cincinnati, OH 25Irvine, CA 25Alviso, CA 23Pleasanton, CA 23San Jose, CA 23So. Jordan, UT 23Orange, CA 16

Other firms in Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6LPL Financial LLC 6MML Investors Services, LLC 5Cwm, LLC 4Park Avenue Securities LLC 4

Questions

How many financial advisors does Transamerica Financial Advisors, LLC have in Lake Mary?

3 investment adviser representatives are registered at Transamerica Financial Advisors, LLC offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,006 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Transamerica Financial Advisors, LLC one of the largest advisor employers in Lake Mary?

Transamerica Financial Advisors, LLC ranks number 16 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Transamerica Financial Advisors, LLC advisor in Lake Mary?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Transamerica Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.