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Waverly Lee Robinson

Transamerica Financial Advisors, Inc.

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About Waverly Lee Robinson

Waverly Robinson is a financial advisor with over 20 years of experience in the industry. Waverly currently works with Transamerica Financial Advisors, Inc. in the Lake Mary office and has been with the firm since 2024. Previously, Waverly worked at Fifth Third Securities, Inc. and Charles Schwab & Co., Inc.. Waverly is registered in Florida with Series 7, Series 63 and SIE licenses. Waverly specializes in financial planning and portfolio management for individuals.

Firm Information

Waverly Robinson 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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Waverly Robinson’s Registration & Firm History

FL

07/16/2024 - Present

Transamerica Financial Advisors, Inc. (LAKE MARY FL)

FL

12/19/2006 - 08/17/2007

FIFTH THIRD SECURITIES, INC. (WINTER PARK FL)

TX

10/19/2000 - 08/16/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 12/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/03/2024

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Waverly Lee Robinson.
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