Lisa
Sandlin
Transamerica Financial Advisors, Inc
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About this Advisor
Lisa Sandlin is a financial advisor working out of Cincinnati, Ohio with a total of 11 years of industry experience. Sandlin is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Butler County Of Oh, Lisa Sandlin Design, James L Lisa Sandlin, Assoc Council Bod For Greater Cincinnati Home Bld Assoc, Transamerica Financial Advisors, Inc, Greater Miami Valley Ymca, City Of Hamilton, Rotary Club Of Hamilton, Heartland Institute Of Financial Education, Empowors, Own Your Life, Health & Wealth, Ls Design, LLC and The Presbyterian Church Of Hamilton. Sandlin holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Ohio. Transamerica Financial Advisors, Inc is an advisory company based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It administers $2 billion in assets under management across its 59,659 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which services are offered. 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
Lisa Sandlin Work History
Lisa has been registered as a financial advisor for 11 years.*
The Presbyterian Church Of Hamilton
Empowors, Own Your Life, Health & Wealth
Ls Design, LLC
Heartland Institute Of Financial Education
City Of Hamilton
Rotary Club Of Hamilton
Transamerica Financial Advisors, Inc
World Financial Group
Lisa Sandlin Design
Greater Miami Valley Ymca
Butler County Of Oh
Assoc Council Bod For Greater Cincinnati Home Bld Assoc
James L Lisa Sandlin
*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 Lisa Sandlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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