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Hubert Lyle

Transamerica Financial Advisors, Inc.

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About Hubert Lyle

Hubert Lyle is a financial advisor with Transamerica Financial Advisors, Inc. Hubert has been in the financial industry since February 7, 2008. Hubert is registered to provide investment advice in Georgia and Iowa. Prior to joining Transamerica Financial Advisors, Inc., Hubert was employed by J.P. TURNER & COMPANY, L.L.C. and PRUCO SECURITIES, LLC. Hubert holds the Series 6, 7, 63, 65, 24, 4, and 53 securities licenses. Hubert also holds the SIE, and Series 52TO exams. Hubert is a registered representative of Transamerica Financial Advisors, Inc.

Firm Information

Hubert Lyle 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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Hubert Lyle’s Registration & Firm History

IA

01/05/2024 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

GA

08/25/2008 - 01/06/2015

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

GA

06/02/2006 - 01/17/2007

PRUCO SECURITIES, LLC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 04/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2012

Series 4 - Registered Options Principal Examination

BC

Issued 09/04/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/22/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hubert Lyle.
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