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Sharon Porter nale Roberson

Transamerica Financial Advisors, Inc.

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About Sharon Porter nale Roberson

Sharon Porter nale Roberson is a financial advisor registered in Louisiana, currently working with Transamerica Financial Advisors, Inc. Sharon is also licensed to provide investment advice across the country. Prior to joining Transamerica Financial Advisors, Inc., Sharon worked at Allstate Financial Services, LLC. Sharon specializes in providing investment advice for individuals and families and can also help select other advisors to work with.

Firm Information

Sharon Roberson 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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Sharon Roberson’s Registration & Firm History

LA

01/26/2023 - Present

Transamerica Financial Advisors, Inc. (Monroe LA)

LA

03/03/2017 - 02/02/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (MONROE LA)

LA

04/22/2015 - 02/19/2016

ALLSTATE FINANCIAL SERVICES, LLC (WEST MONROE LA)

NE

10/13/2010 - 04/08/2015

WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)

TN

11/09/2004 - 03/17/2006

PFIC SECURITIES CORPORATION (FRANKLIN TN)

TN

04/05/2004 - 09/13/2004

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

AL

10/30/2001 - 10/17/2002

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

IL

12/17/1999 - 11/05/2001

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Porter nale Roberson.
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