Lisette
Mandwee Ndzie

Transamerica Financial Advisors, Inc

CRD#6641368
Investment Advisor
in Houston, TX

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About this Advisor

Lisette Mandwee Ndzie is a financial advisor based in Houston, Texas, working with Transamerica Financial Advisors, Inc. Lisette has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Heartland Institute Of Financial Education, Walgreens, Debtmerica Relief, Lspn Pro, LLC, National Association Of Registered Security Analysts, Drastic Steps, LLC, God'S Garage, Lisette Mandwee Ndzie Sole Prop - Dba Lisette Mandwee Ndzie Fina, and Transamerica Employee Benefits. Lisette has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Lisette is part of Transamerica Financial Advisors, Inc, which operates out of Houston, 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 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

13831 Northwest Freeway Suite 215
Houston, TX 77040

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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

Lisette Mandwee Ndzie Work History

2023 - Present (1 year)

Transamerica Employee Benefits

2022 - Present (2 years)

Drastic Steps, LLC

2022 - Present (2 years)

God'S Garage

2022 - Present (2 years)

God'S Garage

2021 - Present (3 years)

Lspn Pro, LLC

2021 - Present (3 years)

National Association Of Registered Security Analysts

2019 - Present (5 years)

Lisette Mandwee Ndzie Sole Prop - Dba Lisette Mandwee Ndzie Fina

2016 - Present (8 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Wfgia

2012 - Present (12 years)

Heartland Institute Of Financial Education

2017 - 2018 (1 year)

Walgreens

2017 - 2022 (5 years)

Debtmerica Relief

Disclosures

Please visit the SEC profile of Lisette Mandwee Ndzie 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

Timothy Hardy
Englewood, CO
John Collins
Fishers, IN
Jason Nunez
Dallas, TX
Jonathan Fonash
Cedar Rapids, IA
Angel Vidal
Port Jefferson Station, NY
Sergio Xula
Villa Park, IL
Stephen Short
Ontario, CA

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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