Victor
Lee

Transamerica Financial Advisors, Inc

CRD#1157658
Investment Advisor
in Arcadia, CA
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About this Advisor

Victor Lee is a financial advisor working out of Arcadia, California, who has been in the industry for 11 years. Lee is an advisor for Transamerica Financial Advisors, Inc. Lee has gained experience at Retired, International Alliance, Newmark Advisors, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Balylock Van LLC and International Alliance Resources. Lee maintains Series 66 and Series 63 licenses, designating them as a securities representative, and can work in California. Transamerica Financial Advisors, Inc is a registered investment firm based in Arcadia, California. The company has offices in 304 locations and a total of 1,274 financial advisors. It manages $973 million in total assets between its 22,673 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 22,673 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is offered. However, fee types billed by Transamerica Financial Advisors, Inc may include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

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

Yes

Office Location

255 E Santa Clara St Suite 310
Arcadia, CA 91006

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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

Victor Lee Work History

Victor has 11 years of experience.

2018 - Present (1 year)

Transamerica Financial Advisors, Inc

2017 - Present (2 years)

World Financial Group, Inc

2017 - 2018 (1 year)

Balylock Van LLC

2014 - 2017 (3 years)

Retired

2013 - 2016 (3 years)

Newmark Advisors

2008 - 2014 (6 years)

International Alliance Resources

2007 - 2013 (6 years)

International Alliance

Disclosures

Victor Lee has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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