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Herbert George Lee

Transamerica Financial Advisors, Inc.

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About Herbert George Lee

Herbert George Lee is a financial advisor registered with Transamerica Financial Advisors, Inc. Herbert is a licensed securities professional and investment advisor representative. Herbert has been in the industry since July 9, 2023 and specializes in Portfolio Management for Individuals and Selection of Other Advisors. Herbert is located in Ellicott City, Maryland and works from the Dorsey Hall Drive office.

Firm Information

Herbert Lee 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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Herbert Lee’s Registration & Firm History

MD

07/10/2023 - Present

Transamerica Financial Advisors, Inc. (ELLICOTT CITY MD)

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Licenses & Designations

BC

Issued 12/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Herbert George Lee.
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