Delores LavinCRD Number: 1458668
Current Firm: Transamerica Retirement Advisors, LLC
Delores Lavin (CRD# 1458668) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry.
Three Bell Capital LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Transamerica Investors Securities Corporation||San Francisco, CA||Jul 2013 - Current||4|
|Transamerica Retirement Solutions||San Francisco, CA||Jun 2013 - Current||4|
|Unemployed||San Francisco, CA||Aug 2012 - Jun 2013||< 1|
|Valic Financial Advisors, Inc.||Emeryville, CA||Dec 2011 - Aug 2012||< 1|
|Unemployed||Madison, WI||Apr 2010 - Nov 2011||1|
|Wea Investment Services, Inc.||Madison, WI||May 2003 - Mar 2010||6|
|Wea Property & Casualty Insurance Company||Madison, WI||May 2003 - Mar 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management3,536MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$3,490,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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