Lehelle Yancey, financial advisor Alpharetta GA
78 score

Lehelle Yancey

CRD Number: 6060025
Current Firm: Transamerica Financial Advisors, Inc.

Lehelle Yancey (CRD# 6060025) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alpharetta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Alpharetta, GA Jun 2014 - Current 2
World Financial Group, Inc. Alpharetta, GA Feb 2014 - Current 2
American Realty Professionals Covington, GA Apr 2008 - Current 8
Gate Gourmet Atlanta, GA Nov 2001 - Current 15
Pfs Investments Inc. Atlanta, GA Nov 2012 - May 2014 1
Primerica Financial Services Atlanta, GA Jun 2011 - May 2014 2
H&r Block Jonesboro, GA Dec 2009 - Apr 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Oct 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Lehelle I. Yancey
Phone Number: 727-299-1800
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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