Nicolas LebonCRD Number: 2965805
Current Firm: Transamerica Financial Advisors, Inc.
Nicolas Lebon (CRD# 2965805) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Artesia, CA and has over 19 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Language Line Services||Monterey, CA||Jun 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||Cerritos, CA||Jan 2012 - Current||5|
|Facebook / Nicostudio.com||Staton, CA||May 2010 - Current||7|
|World Financial Group||Pico Rivera, CA||Jun 2001 - Current||16|
|Investment Advisors International||Cerritos, CA||Jul 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||Pico Rivera, CA||Apr 2002 - Jan 2012||9|
|Cafepress/ Nicostudio.com||Stanton, CA||Mar 2010 - Apr 2011||1|
|Shield Security||Long Beach, CA||Jan 2008 - Jun 2008||< 1|
|Cims||Riverside, CA||Jan 2008 - Apr 2008||< 1|
|Aflac||Cerritos, CA||Apr 2007 - Jan 2008||< 1|
|Guardsmark||Newport Beach, CA||Aug 2005 - Jan 2008||2|
|Community Lending||Cerritos, CA||Oct 2004 - Dec 2007||3|
|American Dream Property LLC||Cerritos, CA||Sep 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.