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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Roper Insurance 6 months, 4 weeks Mar 2016 - Present
Tcm Enterrises 9 months, 4 weeks Dec 2015 - Present
Powr Network 3 years, 2 months Apr 2013 - Jun 2016
Wave Financial Partners, Inc 3 years, 2 months Apr 2013 - Jun 2016
247 Properties, LLC 4 years, 2 months Jul 2012 - Present
Transamerica Financial Advisors, Inc. 4 years, 8 months Jan 2012 - Present
Couples Money, LLP 5 years, 4 months May 2011 - Present
Author 5 years, 5 months Apr 2011 - Present
Inner-Connected Health 2 years, 1 month Mar 2011 - Apr 2013
Jonathan Manske 6 years, 1 month Aug 2010 - Present
Piper Financial Inc 6 years, 3 months 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
Chris & Marlow Felton 8 years, 1 month Aug 2008 - Present
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 12 years, 8 months Feb 2004 - Present
Lynx Properties 4 years, 5 months Oct 2003 - Mar 2008
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Marlow Lynn Felton?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Marlow Felton

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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
    Jun 10, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 23, 2016
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 March 29, 2016
    • $4.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 34K
      Accounts
    • $132.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions