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Employer Years Dates
Aca Marketing Enrollment Solutions Inc 2 years, 11 months Nov 2014 - Present
Aca Marketing Enrollment Solutions Inc 1 year, 2 months Nov 2014 - Jan 2016
Benefit Mall 4 years, 11 months Nov 2012 - Present
Transamerica Financial Advisors, Inc 5 years, 9 months Jan 2012 - Present
Don Ford - Sole Proprieter 7 years, 3 months Jul 2010 - Present
Sofoul Financila Inc. 9 years Oct 2008 - Present
Sofoul Financial Inc. 7 years, 3 months Oct 2008 - Jan 2016
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, 11 months Nov 2003 - Present
World Group Securites 8 years, 4 months Sep 2003 - Jan 2012
WFG 14 years, 7 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
    Nov 10, 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 Sept. 1, 2017
    • $969.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15K
    • $65.7K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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