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 20 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||6|
|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
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