Michael Ray Lee
Investment adviser representative at Transamerica Financial Advisors, LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Booker IsdJun 2023 to now
- World Financial Group, Inc.Feb 2022 to now
- Midstates PetroleumJul 2013 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- FarmingOct 2005 to now
- Plemons -stinnett-phillips CisdFeb 2022 to Jun 2022
- DebtmericaSep 2020 to Mar 2022
- Brooker Independent School DistrictApr 2020 to Jun 2020
- Texas Association of Rural SchoolsMay 2018 to Jul 2023
- Higgins IsdJun 2017 to Dec 2018
- Spearman Independent School DistrictFeb 2017 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (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
- 5054095
- Firm CRD
- 16164