Leonard
Taylor

Transamerica Financial Advisors, Inc

CRD#6263856
Investment Advisor
in Mesa, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Leonard Taylor is a financial advisor working out of Mesa, Arizona, with 10 years of professional experience. Taylor is an employee of Transamerica Financial Advisors, Inc. Taylor has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Aaa Photo Safety and Lamar Taylor LLC. Taylor maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Transamerica Financial Advisors, Inc is an advisory business headquartered in Mesa, Arizona. The firm has offices in 312 locations and a total of 1,271 employees. It controls $1 billion in assets under management between its 45,703 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advice to seven charitable organizations. Of its 45,703 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc offers a wide assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on the financial services offered. However, fees billed by Transamerica Financial Advisors, Inc can consist of asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 11 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

Disclosures

Leonard Taylor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Byung Kim
Flushing, NY
Avi Crane
Laguna Hills, CA
Amanda Ryba
San Jose, CA
Richard Christman
Duluth, GA
John Belanger
Calabasas, CA
Juan Aguilar
Renton, WA
Weijun Zhang
Plainsboro, NJ
James Ritchie
Dayton, OH

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started