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Sikander Lodhi

Investment adviser representative at Transamerica Financial Advisors, LLC
18 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

18 years in the industry.

  1. Transamerica Financial Advisors, LLCNov 2025 to now
  2. My Federal RetirementMay 2025 to now
  3. United Financial FreedomOct 2022 to now
  4. WfgiaMar 2017 to now
  5. US ArmySep 2008 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (OK, 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
8175487
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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