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Advisor Services

  • Financial Planning

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


Funds Used With Clients

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

Firm Client types



No timeline events available.
Employer Years Dates
Aca Marketing Enrollment Solutions Inc 1 year, 12 months Nov 2014 - Present
Benefit Mall 3 years, 12 months Nov 2012 - Present
Transamerica Financial Advisors, Inc 4 years, 10 months Jan 2012 - Present
Don Ford - Sole Proprieter 6 years, 4 months Jul 2010 - Present
Sofoul Financila Inc. 8 years Oct 2008 - Present
Investement Advisor International 5 years, 6 months Jul 2006 - Jan 2012
Intersecurities, Inc. 1 year Jul 2005 - Jul 2006
Innergy Lending 3 years, 8 months Oct 2004 - Jun 2008
Summit Diversified Capital, Inc. 13 years Nov 2003 - Present
World Group Securites 8 years, 4 months Sep 2003 - Jan 2012
WFG 13 years, 8 months Mar 2003 - Present
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Mitchell Holzer?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Nov 11, 2014
  • license status
  • disclosures
  • as of date
    Mar 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Transamerica Financial Advisors, Inc.

Last updated on March 29, 2016
    • $4.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 34K
    • $132.8K
      Estimated Average Account Balance


Types of Compensation Arrangements

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