Lisa Chalker
Investment adviser representative at Transamerica Financial Advisors, LLC
23 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
23 years in the industry.
- Heartland Institute of Financial EducationMay 2022 to now
- Revolt Healthcare AllianceSep 2021 to now
- Transamerica Financial Advisors, IncJan 2021 to now
- WfgiaJun 2019 to now
- Revolution Financial ManagementApr 2019 to now
- Family Affair Distributing Inc.Aug 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7329139
- Firm CRD
- 16164