Drew
Labarbera

Transamerica Financial Advisors, Inc

CRD#1255994
Investment Advisor
in Plano, TX

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About this Advisor

Drew Labarbera is a financial advisor based in Plano, Texas, working with Transamerica Financial Advisors, Inc. Drew has previously held positions at Champions Edge Development, LLC, Drew Chris Labarbera (Self Employed), Planwealth Financial Services, Northern Challenge Golf Course, World Financial Group, Inc, and Transamerica Financial Advisors, Inc. Drew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Drew is part of Transamerica Financial Advisors, Inc, which operates out of Plano, Texas. 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 selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4324 Mapleshade Ln., Suite 263
Plano, TX 75093

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

TX Average: 62
Total Number of Accounts

45,001

TX Average: 2,474
Average Account Size

$35,987

TX Average: $750,025

Investment Advisory Services

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

Drew Labarbera Work History

2014 - Present (10 years)

World Financial Group, Inc

2014 - Present (10 years)

Transamerica Financial Advisors, Inc

2003 - Present (21 years)

Champions Edge Development, LLC

2003 - Present (21 years)

Northern Challenge Golf Course

1983 - Present (41 years)

Planwealth Financial Services

1982 - Present (42 years)

Drew Chris Labarbera (Self Employed)

Disclosures

Please visit the SEC profile of Drew Labarbera 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

Donald Coombs
Concord, CA
Kristine Gillard
Saint Petersburg, FL
Steven Smith
Portland, OR
Robin Corley
Falls Church, VA
Jonathan Fonash
Cedar Rapids, IA
Jennifer Lewis
Cincinnati, OH
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO

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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