Phillip Lobato, financial advisor Greenwood Village CO
93 score

Phillip Lobato

CRD Number: 5586395
Current Firm: Transamerica Financial Advisors, Inc.

Phillip Lobato (CRD# 5586395) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Greenwood Village, CO Jan 2012 - Current 4
Radio Frequency Systems (rfs) Meriden, CT Aug 2011 - Current 5
World Financial Group, Inc. Greenwood Village, CO Jan 2009 - Current 7
Investment Advisors International, Inc. Greenwood Village, CO Jan 2009 - Jan 2012 3
Sti Santa Barbara, CO May 2002 - Aug 2011 9
Bridgewave Communications Santa Clara, CA Jun 2006 - Jul 2011 5
Financial Leadership Advisors, Inc. Johns Creek, GA Aug 2008 - Dec 2008 < 1
Gel Johns Creek, GA Jul 2008 - Dec 2008 < 1
Gra Johns Creek, GA Jul 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Phillip V. Lobato
Phone Number: 727-299-1800
Registered State(s):
  • CO
  • TX
  • NJ
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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