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David Alan Lehuquet

Transamerica Financial Advisors, Inc.

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About David Alan Lehuquet

David Alan Lehuquet is a financial advisor at Transamerica Financial Advisors, Inc. located in Austin, TX. David has been in the industry since 2006 and has held previous roles at various firms, including SAYBRUS EQUITY SERVICES, LLC, ONEAMERICA SECURITIES, INC., and BBVA SECURITIES INC. David's expertise includes various financial products and services, and he is also specialized in working with insurance companies and charitable organizations.

Firm Information

David Lehuquet is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Lehuquet’s Registration & Firm History

TX

07/11/2022 - Present

Transamerica Financial Advisors, Inc. (Austin TX)

CT

08/26/2019 - 05/11/2020

SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)

IN

01/23/2017 - 12/21/2017

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

TX

03/10/2016 - 12/23/2016

BBVA SECURITIES INC. (CEDAR PARK TX)

OR

01/04/2016 - 03/11/2016

MSC - BD, LLC (TUALATIN OR)

MO

12/02/2013 - 01/06/2014

EDWARD JONES (ST. LOUIS MO)

MO

10/10/2011 - 12/31/2011

MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)

TX

08/01/2006 - 11/01/2010

NEXBANK SECURITIES INC (DALLAS TX)

ME

11/07/2005 - 08/02/2006

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

NJ

03/29/2005 - 09/30/2005

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

CT

06/13/2003 - 11/15/2004

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

NJ

12/13/2002 - 06/13/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

04/16/1997 - 12/13/2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

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Licenses & Designations

BC

Issued 02/14/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/14/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Alan Lehuquet.
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