Romonia Bradford Lee

Current Employers

Employment History

• 08/2014 → 12/2016
  Transamerica Financial Advisors, Inc
  Duluth, GA
• 01/2014 → 12/2016
  World Financial Group, Inc.
  Johns Creek, GA
• 01/2008 → Present
  Valuteachers
  Newnan, GA
• 11/2015 → 05/2018
  Virginia College
  Augusta, GA
• 12/2018 → 04/2020
  Equity Services Inc
  Montpelier, VT
• 04/2020 → Present
  Glp Investment Services, Llc
  Augusta, GA
• 07/2020 → Present
  Asset Allocation Strategies, Llc
  Augusta, GA

Previous Registrations

• 2019-01-02 → 2020-04-29
  Equity Services, Inc.
  Augusta, GA
  Augusta, GA
  Montpelier, VT
• 2014-08-06 → 2016-12-31
  Transamerica Financial Advisors, Llc
  Alpharetta, GA

Other Businesses

(1) VALUTEACHERS,3114 AUGUSTA TECH DRIVE,SUITE 105,AUGUSTA,GA 30906,INVESTMENT RELATED,INSURANCE,ONGOING,12/05/2018,NATIONAL SALES DIRECTOR/AGENT,DURING TRD/HRS,40+ HRS/WK (2) RBL RETIREMENT PLANNING SOLUTIONS,3114 AUGUSSTA TECH DRIVE,SUITE 105,AUGUSTA,GA 30906,INVESTMENT RELATED,ONGOING,AGENT,INSURANCE,DURING TRD/HRS,30%. (3) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED AT AUGUSTA, GA, SUPERVISED FROM FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 07/2020; APX 10 HRS/MO., 10 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-06-07
• S65 Uniform Investment Adviser Law Examination
  2014-03-15

Other Names

• Romonia Lynn Bradford
• Romonia Lynn Young
• Romonia Bradford-Lowe