Andrea Lewis
Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
3 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
11 years in the industry.
- Transamerica Financial Advisors, IncJan 2025 to now
- WfgiaMay 2024 to now
- Cetera Investment Advisers LLCMar 2023 to Dec 2024
- Cetera Advisor NetworksDec 2020 to Dec 2024
- Summit Financial Group IncDec 2020 to May 2021
- Principal Securities IncDec 2017 to Dec 2020
- Metlife SecuritiesJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (GA, PA, 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
- 4397750
- Firm CRD
- 16164