Elizabeth
Ley
Transamerica Financial Advisors, Inc
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About this Advisor
Elizabeth Ley is a financial advisor based out of Pittsburgh, Pennsylvania who has 1 year of industry experience. Ley is an advisor for Transamerica Financial Advisors, Inc. Over the course of their career, Ley has held roles at Nylife Securities LLC, New York Life Insurance Co, Turnkey Services, Sears, American Income Life, Independent Controller, Ashley Homestore, Colonial Life Insurance, Transamerica Agency Network, United Financial Services and Transamerica Financial Advisors, Inc. Ley has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Transamerica Financial Advisors, Inc is a business headquartered in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It has $2 billion in assets across its 59,659 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc offers 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 charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed 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
Elizabeth Ley Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Colonial Life Insurance
Transamerica Agency Network
United Financial Services
Turnkey Services
Ashley Homestore
Nylife Securities LLC
New York Life Insurance Co
Sears
Turnkey Services
American Income Life
Independent Controller
*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 Elizabeth Ley 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
Irvine, CA
Plano, TX
Braintree, MA
Rancho Santa Margarita, CA
San Antonio, TX
Bridgeport, MI
Woodland Hills, CA
Plano, TX
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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