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Drew Chris Labarbera

Transamerica Financial Advisors, LLC

Plano, TX

CRD 1255994

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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:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-03-22
  • TX RA
    APPROVED
    Since 2016-03-22

Branch Locations

4324 Mapleshade Ln., Suite 263, Plano, TX 75093 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Drew Chris Labarbera (Self Employed) Mckinney TX 08/1982 Present
Planwealth Financial Services Mckinney TX 09/1983 Present
Champions Edge Development, Llc Mckinney TX 06/2003 Present
Northern Challenge Golf Course Sherman TX 01/2003 Present
World Financial Group, Inc. Plano TX 09/2014 Present
Transamerica Financial Advisors, Inc Plano TX 09/2014 Present
  • 08/1982 → Present
    Drew Chris Labarbera (Self Employed)
    Mckinney, TX
  • 09/1983 → Present
    Planwealth Financial Services
    Mckinney, TX
  • 06/2003 → Present
    Champions Edge Development, Llc
    Mckinney, TX
  • 01/2003 → Present
    Northern Challenge Golf Course
    Sherman, TX
  • 09/2014 → Present
    World Financial Group, Inc.
    Plano, TX
  • 09/2014 → Present
    Transamerica Financial Advisors, Inc
    Plano, TX
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. NORTHERN CHALLENGE GOLF COURSE/DEVELOPMENT PART OWNER STARTED 06/2003 LAND DEVELOPMENT AROUND THE COURSE PLANWEALTH FINANCIAL 2104 GREEN HILL DR MCKINNEY TX NON-INVST RELATED STARTED 1987 OWNER FINANCING, LEASING, MORTGAGES AND FIXED ANNUITIES 20 HOURS PER WEEK DREW CHRIS LABARBERA | 08/1982 | 2104 Green Hill Dr., McKinney, TX 75070 | Sole Proprietorship - owner and selling of health insurance | Not investment related. CHAMPIONS EDGE DEVELOPMENT, LLC | 06/2003 | partner with no current duties and for the development and sale of real estate, investor | investment related |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-18
S63 Uniform Securities Agent State Law Examination 1985-01-29
  • S66 Uniform Combined State Law Examination
    2016-03-18
  • S63 Uniform Securities Agent State Law Examination
    1985-01-29

View on SEC IAPD

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