Hubert
Lyle
Transamerica Financial Advisors, Inc
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About this Advisor
Hubert Lyle is a financial advisor based in Duluth, Georgia with 8 years of industry experience. Lyle is on the advisory team at Transamerica Financial Advisors, Inc. Throughout their career, Lyle has worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, J.P. Turner Amp; Company, LLC, Ajc, Harry Ken Properties, LLC and Dlm Holding Group LLC. Lyle maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Georgia. Transamerica Financial Advisors, Inc is a company based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in assets under management among its 59,659 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Transamerica Financial Advisors, Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. 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
Hubert Lyle Work History
Hubert has been registered as a financial advisor for 8 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Dlm Holding Group LLC
Harry Ken Properties, LLC
J.P. Turner Amp; Company, LLC
Ajc
*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 Hubert Lyle 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
Braintree, MA
Plano, TX
Plano, TX
Woodland Hills, CA
Irvine, CA
San Antonio, TX
Pasadena, CA
Bridgeport, MI
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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