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Juliana Lanier

Transamerica Financial Advisors, Inc.

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About Juliana Lanier

Juliana Lanier is a financial advisor in Stockton, CA. Juliana is registered with Transamerica Financial Advisors, Inc. Juliana has been in the financial services industry since 2003. Juliana is licensed to provide investment advice in California.

Firm Information

Juliana Lanier 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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Juliana Lanier’s Registration & Firm History

CA

06/12/2013 - Present

Transamerica Financial Advisors, Inc. (STOCKTON CA)

CA

07/27/2009 - 07/12/2011

WORLD GROUP SECURITIES, INC. (MODESTO CA)

GA

04/03/2006 - 10/19/2007

WORLD GROUP SECURITIES, INC. (DULUTH GA)

NY

07/15/2004 - 11/04/2004

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MN

01/14/2003 - 04/17/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/14/2003 - 04/17/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/01/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juliana Lanier.
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