Romonia Bradford-Lowe, financial advisor Johns Creek GA
77 score

Romonia Bradford-Lowe

CRD Number: 6381198
Current Firm: Transamerica Financial Advisors, Inc.

Romonia Bradford-Lowe (CRD# 6381198) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Virginia College Augusta, GA Nov 2015 - Current 1
Transamerica Financial Advisors, Inc. Duluth, GA Aug 2014 - Current 2
World Financial Group, Inc. Johns Creek, GA Jan 2014 - Current 2
Valuteachers Newnan, GA Jan 2008 - Current 8
Independent Order Of Foresters Buffalo, NY Jan 2014 - Jul 2014 < 1
Midland National Life Insurance Company Sioux Falls, SD Jan 2010 - Jul 2014 4
The Coca Cola Company Atlanta, GA Feb 2005 - Dec 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Jun 2014
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 Romonia Bradford-Lowe
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
77

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