Lee
Rosenblum
Transamerica Financial Advisors, Inc
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About this Advisor
Lee Rosenblum is a financial advisor based in Rancho Cordova, California, working with Transamerica Financial Advisors, Inc. Lee has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Harvest Development Group, Debtmerica, Student Debt Solution Center, LLC, Valley Community Legal Foundation, Farmer Veteran Coalition, Aflac (American Family Life Assurance Company), Net Law, Legacy Shield, Champion Health, Inc, Wealthwave, and Inheritguard, LLC. Lee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Lee is part of Transamerica Financial Advisors, Inc, which operates out of Rancho Cordova, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lee Rosenblum Work History
Inheritguard, LLC
Champion Health, Inc
Wealthwave
Legacy Shield
Transamerica Financial Advisors, Inc
Wfgia
Net Law
Aflac (American Family Life Assurance Company)
Farmer Veteran Coalition
Debtmerica
Student Debt Solution Center, LLC
Harvest Development Group
Valley Community Legal Foundation
Disclosures
Please visit the SEC profile of Lee Rosenblum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
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