linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Victor Nelson Lee

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Victor? Claim Your Profile

About Victor Nelson Lee

Victor Nelson Lee is a financial advisor with over 20 years of experience in the industry. Victor has worked with several firms over the years, including Blaylock Van, LLC, Fortress Financial Securities Corporation, J. Alexander Securities, Inc., Hagerty, Stewart & Associates, Inc., Miller & Schroeder Financial, Inc., Drexel Burnham Lambert Incorporated and Becker Paribas Incorporated. Victor is currently registered with Transamerica Financial Advisors, Inc. in California and Georgia. Victor offers portfolio management for individuals and selection of other advisors.

Firm Information

Victor Lee 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Victor Lee’s Registration & Firm History

CA

08/27/2018 - Present

Transamerica Financial Advisors, Inc. (ARCADIA CA)

CA

02/15/2017 - 04/06/2018

BLAYLOCK VAN, LLC (OAKLAND CA)

NY

06/07/2002 - 06/29/2006

FORTRESS FINANCIAL SECURITIES CORPORATION (NEW YORK NY)

CA

11/19/2002 - 07/06/2004

J. ALEXANDER SECURITIES, INC. (LOS ANGELES CA)

CA

10/14/1998 - 01/25/2000

HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)

MN

06/03/1993 - 09/30/1997

MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)

NA

10/09/1984 - 08/06/1987

DREXEL BURNHAM LAMBERT INCORPORATED

NA

07/20/1983 - 12/28/1984

BECKER PARIBAS INCORPORATED

Not sure if Victor Nelson Lee is right for you?

Licenses & Designations

BOTH

Issued 04/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Victor Nelson Lee. Review regulatory record here.
Not sure if Victor Nelson Lee is right for you?