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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Roper Insurance 1 year, 4 months Mar 2016 - Present
Tcm Enterrises 1 year, 1 month Dec 2015 - Jan 2017
Wave Financial Partners, Inc 3 years, 2 months Apr 2013 - Jun 2016
Powr Network 3 years, 2 months Apr 2013 - Jun 2016
247 Properties, LLC 5 years Jul 2012 - Present
Transamerica Financial Advisors, Inc 5 years, 6 months Jan 2012 - Present
Couples Money, LLC 6 years, 2 months May 2011 - Present
Author 6 years, 3 months Apr 2011 - Present
Inner-Connected Health 2 years, 1 month Mar 2011 - Apr 2013
Jonathan Manske 6 years, 12 months Aug 2010 - Present
Piper Financial Inc 7 years, 1 month Jun 2010 - Present
American Heart Association 11 months Jan 2010 - Dec 2010
Buehler Insurance Agency 7 years Jun 2009 - Jun 2016
Elizabeth Verduzco P&C 3 months Mar 2009 - Jun 2009
Prince Insurance Group 4 years, 5 months Nov 2008 - Apr 2013
Investment Advisors International, Inc 4 years, 7 months Jun 2007 - Jan 2012
Pro Solutions Inc 1 year, 3 months Jun 2006 - Sep 2007
Innergy Lending 2 years, 10 months Aug 2005 - Jun 2008
WGS 7 years, 8 months May 2004 - Jan 2012
WFG 13 years, 6 months Feb 2004 - Present
Lynx Properties 4 years, 5 months Oct 2003 - Mar 2008
Are You
Marlow Lynn Felton?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 13, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 13, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Transamerica Financial Advisors, Inc.

Last updated on April 25, 2017
    • $969.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15K
      Accounts
    • $65.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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