Transamerica Financial Advisors, Inc

Investment Advisor
in Temecula, CA

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About this Advisor

Nicholas Lancaster is an advisor based in Temecula, California. Currently a registered investment advisor at Transamerica Financial Advisors, Inc, they have accrued 10 years of experience as a financial advisor. Lancaster holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lancaster can work with investors based out of California. The advisor has gained experience at World Financial Group, Inc, World Group Securities, Inc, Investment Advisors International, Inc, Transamerica Financial Advisors, Inc and N.L. Financial Services, Inc. Transamerica Financial Advisors, Inc is based out of Temecula, California, and has 304 brick-and-mortar locations throughout the nation. As an advisory firm, Transamerica Financial Advisors, Inc oversees $973 million in assets throughout 22,673 client accounts and employs more than 1,274 people. The level of assets currently under the firm's management makes it one of the bigger investment advisory firms in the country. The firm manages 8,187 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Transamerica Financial Advisors, Inc can offer 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

10 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



Office Location

43460 Ridge Park Dr Suite 200-H
Temecula, CA 92590

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management


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


CA Average: 62
Total Number of Accounts


CA Average: 2,474
Average Account Size


CA 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

Nicholas Lancaster Work History

Nicholas has 10 years of experience.

2012 - Present (8 years)

Transamerica Financial Advisors, Inc

2008 - Present (12 years)

World Financial Group, Inc

2011 - 2012 (1 year)

World Group Securities, Inc

2011 - 2012 (1 year)

Investment Advisors International, Inc

2009 - 2011 (2 years)

N.L. Financial Services, Inc


Nicholas Lancaster has 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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