Victor Nelson Lee

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 12/2016
  Newmark Advisors
  Pasadena, CA
• 08/2018 → Present
  Transamerica Financial Advisors, Inc
  City Of Industry, CA
• 07/2017 → Present
  Wfgia
  City Of Industry, CA
• 04/2017 → 04/2018
  Balylock Van Llc
  New York, NY
• 04/2014 → 04/2017
  Retired
  Alhambra, CA
• 01/2016 → Present
  Uber
  San Francisco, CA
• 05/2019 → Present
  Lyft
  San Francisco, CA
• 12/2020 → 12/2023
  Olivestree Csgarmax Llc
  Alhambra, CA
• 07/2019 → Present
  Focus Advisors International, Llc
  Pasadena, CA
• 08/2021 → 12/2023
  Arya Global Consulting, Single Ownership
  Point Barrington, IL

Previous Registrations

• 2017-06-07 → 2018-04-06
  Blaylock Van, Llc
  Oakland, CA
  New York, NY
• 2002-09-26 → 2002-10-15
  Fortress Investment Advisors
  Temecula , CA

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Focus Advisors International, LLC / 0719-Present / Investment Related: No / 3579 E Foothill Blvd #268 Pasadena, CA 91107 / None / Pass through company / Hrs. Work Monthly: 0 / Sec Trading Hrs: 0 / None UBER / emp dates: 0116 TO PRESENT/ INVESTMENT RELATED: NO /address: 1455 MARKET STREET 4TH FLOOR SAN FRANCISCO, CA 94103/ position: DRIVER/ nature of business: DRIVING RIDERS / hrs work monthly: 30/Sec trading hrs: 1 / duties: PICKING RIDERS WHEN I HAVE FREE TIME LYFT / emp dates: 0519 TO PRESENT/ INVESTMENT RELATED: NO /address: 185 BERRY STREET SUITE 5000 SAN FRANCISCO, CA 94107/ position: DRIVER/ nature of business: OUTSIDE DRIVING CONTRACTOR / hrs work monthly: 30/Sec trading hrs: 1 / duties: DRIVING PASSENGER

Exams

• S66 Uniform Combined State Law Examination
  2017-04-03
• S63 Uniform Securities Agent State Law Examination
  1993-08-24

Other Names

• Victor N Tom Alias
• Victor Nelson Tom