Hubert
Lyle

Transamerica Financial Advisors, Inc

CRD#5147616
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Hubert Lyle is a financial advisor based in Cedar Rapids, Iowa, working with Transamerica Financial Advisors, Inc. Hubert has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, J.P. Turner Amp; Company, LLC, Ajc, Harry Ken Properties, LLC, and Dlm Holding Group LLC. Hubert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Iowa. Currently, Hubert is part of Transamerica Financial Advisors, Inc, which operates out of Cedar Rapids, Iowa. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

6400 C St Sw
Cedar Rapids, IA 52499

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

IA Average: 62
Total Number of Accounts

45,001

IA Average: 2,474
Average Account Size

$35,987

IA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hubert Lyle Work History

2015 - Present (9 years)

Transamerica Financial Advisors, Inc

2015 - Present (9 years)

Wfgia

2020 - 2022 (2 years)

Dlm Holding Group LLC

2018 - 2022 (4 years)

Harry Ken Properties, LLC

2008 - 2014 (6 years)

J.P. Turner Amp; Company, LLC

2004 - 2014 (10 years)

Ajc

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

Brian Yip
San Gabriel, CA
Kevin Brunkow
Englewood, CO
Robin Corley
Falls Church, VA
Junwei Liu
West Covina, CA
Angel Vidal
Port Jefferson Station, NY
Stephen Short
Ontario, CA
Timothy Francis
Cincinnati, OH
Thomas Ellis
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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