Lindy Butler Clark
Investment adviser representative at Transamerica Financial Advisors, LLC
28 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Combined Benefits UnitedAug 2025 to now
- Marker Ranch and VineyardApr 2022 to now
- Netlaw, Inc.Jan 2017 to now
- WealthwaveJan 2016 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Di BrokerDec 2009 to now
- Various Rental PropertiesDec 2009 to now
- Di Broker WestJan 2009 to now
- World Financial GroupApr 2002 to now
- Lfs, LLCJan 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1924181
- Firm CRD
- 16164