Juliana Lanier, financial advisor Stockton CA

Juliana Lanier

CRD Number: 4592997
Current Firm: Transamerica Financial Advisors, Inc.

Juliana Lanier (CRD# 4592997) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stockton, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Ripon, CA Jun 2013 - Current 10
World Financial Group Ripon, CA May 2013 - Current 10
Realta Tracy, CA Apr 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Juliana Lanier
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, WY

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