Lisa
Sandlin
Transamerica Financial Advisors, Inc
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About this Advisor
Lisa Sandlin is a financial advisor based in Cincinnati, Ohio, working with Transamerica Financial Advisors, Inc. Lisa has previously held positions at World Financial Group, Butler County Of Oh, Lisa Sandlin Design, James L Lisa Sandlin, 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. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Lisa is part of Transamerica Financial Advisors, Inc, which operates out of Cincinnati, Ohio. 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.
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lisa Sandlin Work History
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
James L Lisa Sandlin
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.
Financial Advisors at Transamerica Financial Advisors, Inc
Cincinnati, OH
South Jordan, UT
New York, NY
Portland, OR
Port Jefferson Station, NY
Houston, TX
West Covina, CA
Ontario, CA
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