Nicolas Lebon, financial advisor Artesia CA
93 score

Nicolas Lebon

CRD 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.

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Company Name Location Dates Years
Language Line Services Monterey, CA Jun 2014 - Current 2
Transamerica Financial Advisors, Inc. Cerritos, CA Jan 2012 - Current 4
Facebook / Nicostudio.com Staton, CA May 2010 - Current 6
World Financial Group Pico Rivera, CA Jun 2001 - Current 15
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
Contact Info for Nicolas Lebon
Phone Number: 727-299-1800
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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