Nicholas
Lancaster

Transamerica Financial Advisors, Inc

CRD#5915773
Investment Advisor
in Corona, CA

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About this Advisor

Nicholas Lancaster is a financial advisor located in Corona, California. Currently a registered investment advisor with Transamerica Financial Advisors, Inc, Lancaster has 11 years of professional experience in the financial advisory industry. Lancaster has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Lancaster can advise investors based out of California. Over the course of their career, they have held roles 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 headquartered in Corona, California, and operates out of 312 offices across the country. In total, Transamerica Financial Advisors, Inc oversees $1 billion in assets dispersed across 45,703 accounts and employs more than 1,271 people. The firm's total assets under management places it among the bigger financial advisory firms in the country. The firm manages 11,800 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in 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's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Yes

Office Location

4740 Green River Road Suite 214
Corona, CA 92880

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

CA Average: 62
Total Number of Accounts

45,703

CA Average: 2,474
Average Account Size

$22,222

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 12 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

Disclosures

Nicholas Lancaster has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

John Belanger
Calabasas, CA
Avi Crane
Laguna Hills, CA
Richard Christman
Duluth, GA
Juan Aguilar
Renton, WA
Weijun Zhang
Plainsboro, NJ
Cydni Klauss
Portland, OR
Amanda Ryba
San Jose, CA
Litonya Allen
Portland, OR

This content was compiled from the SEC and FINRA.

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