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Phillip Vern Lobato

Transamerica Financial Advisors, Inc.

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About Phillip Vern Lobato

Phillip Vern Lobato is an Investment Advisor Representative at Transamerica Financial Advisors, Inc. in Centennial, Colorado. Phillip is registered with the state of Colorado and Texas and has been in the industry since January 2009. Phillip specializes in providing financial advice to individuals and other investment advisors. Phillip is also licensed to sell insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors, Inc.

Firm Information

Phillip Lobato 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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Phillip Lobato’s Registration & Firm History

CO

02/15/2013 - Present

Transamerica Financial Advisors, Inc. (Centennial CO)

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Licenses & Designations

IA

Issued 07/28/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Vern Lobato.
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