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Paul Gregory Lieb

Transamerica Financial Advisors, Inc.

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About Paul Gregory Lieb

Paul Lieb is an investment advisor representative with Transamerica Financial Advisors, Inc. Paul is a registered investment advisor in New Jersey, Pennsylvania and Rhode Island. Paul has been in the industry since 2009. The firm has approximately $1 billion to $10 billion in assets under management. The firm provides advisory services to individuals and select investment companies.

Firm Information

Paul Lieb 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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Paul Lieb’s Registration & Firm History

NJ

01/16/2014 - Present

Transamerica Financial Advisors, Inc. (MOUNT LAUREL NJ)

NJ

01/31/2007 - 01/26/2012

NYLIFE SECURITIES LLC (CHERRY HILL NJ)

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Licenses & Designations

BC

Issued 06/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Gregory Lieb.
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