Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
New
Patrick Isibor
Financial advisor at Transamerica Financial Advisors
Patrick Isibor is a fiduciary financial advisor in Houston, Texas, registered since Jun 2026. Patrick joined Transamerica Financial Advisors in 2026, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office550 Post Oak Blvd Suite 390, Houston, TX 77027
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowTransamerica Financial Advisors, LLCCurrent firm
Contact Patrick
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Patrick. 550 Post Oak Blvd Suite 390Houston, TX 77027Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Patrick Isibor. Patrick works from the Houston, TX office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Jun 2026, and holds 2 licenses.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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