Vicki
Landry
Transamerica Financial Advisors, Inc
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About this Advisor
Vicki Landry is a financial advisor based in Northridge, California with a total of 2 years of industry experience. Landry works at Transamerica Financial Advisors, Inc. Throughout their career, Landry has worked at Ucla Medical Center, Santa Monica, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Pacifica Hospital, Tarzana Treatment Center, Aurora Las Encinas Hospital, Kedren Community Hospital, Transamerica Financial Advisor, Inc and Lspn Pro, LLC. Landry maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Transamerica Financial Advisors, Inc is a financial advisory firm that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in assets across its 59,659 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. Transamerica Financial Advisors, Inc has a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the financial services provided. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Vicki Landry Work History
Vicki has been registered as a financial advisor for 2 years.*
Lspn Pro, LLC
Transamerica Financial Advisor, Inc
World Financial Group, Inc
Aurora Las Encinas Hospital
Kedren Community Hospital
Tarzana Treatment Center
Pacifica Hospital
Transamerica Financial Advisors, Inc
Ucla Medical Center, Santa Monica
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vicki Landry 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
Orem, UT
San Antonio, TX
Plano, TX
Draper, UT
Pasadena, CA
Braintree, MA
San Antonio, TX
Woodland Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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