Leonard
Taylor

Transamerica Financial Advisors, Inc

CRD#6263856
Investment Advisor
in Mesa, AZ

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About this Advisor

Leonard Taylor is a financial advisor who is based out of Mesa, Arizona. Currently an investment advisor with Transamerica Financial Advisors, Inc, Taylor has nine years of professional experience as a financial advisor. Taylor maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Taylor can advise customers in Arizona. Over the course of their career, they have held roles at Aaa Photo Safety, Transamerica Financial Advisors, Inc, World Financial Group, Inc and Lamar Taylor LLC. Transamerica Financial Advisors, Inc is located in Mesa, Arizona, and has 304 additional brick-and-mortar locations across the country. In total, Transamerica Financial Advisors, Inc oversees $973 million in assets across 22,673 accounts and employs more than 1,274 people. The amount of assets the firm manages makes it one of the bigger investment advisory firms in the country. The firm manages 8,187 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc provides portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

4111 E Valley Auto Dr Suite 106
Mesa, AZ 85206

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

AZ Average: $1,855,561,029
Total Number of Employees

1,271

AZ Average: 62
Total Number of Accounts

45,703

AZ Average: 2,474
Average Account Size

$22,222

AZ Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Leonard Taylor Work History

Leonard has 9 years of experience.

2017 - Present (3 years)

Lamar Taylor LLC

2013 - Present (7 years)

Transamerica Financial Advisors, Inc

2012 - Present (8 years)

World Financial Group, Inc

2011 - 2013 (2 years)

Aaa Photo Safety

2009 - 2009 (< 1 year)

Aaa Photo Safety

Disclosures

Leonard Taylor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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