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Ericka Lynette Towe

Transamerica Financial Advisors, Inc.

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About Ericka Lynette Towe

Ericka Lynette Towe is a financial advisor with Transamerica Financial Advisors, Inc. She is a registered representative in California, New Jersey, New York and Texas. She has been in the financial services industry since 2003. Ericka has a strong background in both investment advisory and brokerage services. She is committed to providing her clients with personalized financial advice and guidance. She works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Ericka is dedicated to helping her clients achieve their financial goals. She is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). In addition to her role as a financial advisor, Ericka also volunteers her time to various community organizations.

Firm Information

Ericka Towe 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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Ericka Towe’s Registration & Firm History

NJ

03/10/2021 - Present

Transamerica Financial Advisors, Inc. (New Providence NJ)

NY

01/17/2003 - 01/06/2012

WORLD GROUP SECURITIES, INC. (HAUPPAUGE NY)

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Licenses & Designations

IA

Issued 10/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ericka Lynette Towe. Review regulatory record here.
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