Lorraine
Siller

Transamerica Financial Advisors, LLC

CRD#3276337
Investment Advisor
in Alviso, CA

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About this Advisor

Lorraine Siller is a financial advisor based in Alviso, California, working with Transamerica Financial Advisors, LLC. Lorraine has previously worked at World Financial Group, Rental Real Estate, Hsa In-Home Support Services, Transamerica Financial Advisors, Inc, In Home Support Services, Eastwood Manor Ii Hoa, United States Census Bureau, and World System Builders (Wsb). Lorraine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, North Carolina, and Texas. Currently, Lorraine is part of Transamerica Financial Advisors, LLC, which operates out of Alviso, California. The firm has 260 offices and 1,054 employees. The firm manages $1.7 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. Transamerica Financial Advisors, LLC offers an asset-based fee structure.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2099 Gold Street
Alviso, CA 95002-2028

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Transamerica Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,730,669,809

CA Average: $15,833,994,310
Total Number of Employees

1,054

CA Average: 41
Total Number of Accounts

42,440

CA Average: 3,342
Average Account Size

$40,779

CA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Lorraine Siller Work History

2022 - Present (3 years)

World System Builders (Wsb)

2016 - Present (9 years)

Eastwood Manor Ii Hoa

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2009 - Present (16 years)

Rental Real Estate

2001 - Present (24 years)

World Financial Group

2020 - 2020 (< 1 year)

United States Census Bureau

2011 - 2017 (6 years)

Hsa In-Home Support Services

2011 - 2017 (6 years)

In Home Support Services

Disclosures

Please visit the SEC profile of Lorraine Siller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, LLC

Yan Zhang
Columbia, MD
Wai Yip Cheung
Bellevue, WA
Kevin Brunkow
Englewood, CO
Shunly Wang
Flushing, NY
Darrin Gulla
Louisville, KY
Yoga Gudivada
Plano, TX
Daniel Duarte
Fresno, CA
Minhua Shao
Bellevue, WA

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