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Lucinda D Alcott

Transamerica Financial Advisors, Inc.

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About Lucinda D Alcott

Lucinda Alcott is a financial advisor with Transamerica Financial Advisors, Inc., located in Lutz, Florida. Lucinda has been in the financial services industry since 1998 and has a broad range of experience. Lucinda has licenses and registrations in Florida and California, as well as multiple industry designations. Lucinda has a particular interest in retirement planning and estate planning.

Firm Information

Lucinda Alcott 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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Lucinda Alcott’s Registration & Firm History

FL

05/24/2018 - Present

Transamerica Financial Advisors, Inc. (LUTZ FL)

FL

08/26/2016 - 04/26/2018

SIGNATOR INVESTORS, INC. (TAMPA FL)

FL

11/11/1999 - 07/11/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)

TX

08/24/1998 - 10/19/1999

ADDISON SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 02/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Lucinda D Alcott. Review regulatory record here.
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