Marico
Walker

Transamerica Financial Advisors, Inc

CRD#5423368
Investment Advisor
in Jacksonville, FL

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About this Advisor

Marico Walker is a financial advisor based in Jacksonville, Florida, working with Transamerica Financial Advisors, Inc. Marico has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Real Estate Investment Property, Volkswagon Of Orange Park, Rental Property, Netlaw, Debtmerica, College Loan Freedom, Premier Wealth Group, Lspn, and Wealthwave Jax Partners, LLC. Marico has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, North Carolina, and Texas. Currently, Marico is part of Transamerica Financial Advisors, Inc, which operates out of Jacksonville, Florida. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

8081 Philips Highway Suite 22
Jacksonville, FL 32256

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

FL Average: $1,855,561,029
Total Number of Employees

1,127

FL Average: 62
Total Number of Accounts

45,001

FL Average: 2,474
Average Account Size

$35,987

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Marico Walker Work History

2024 - Present (0 year)

Wealthwave Jax Partners, LLC

2023 - Present (1 year)

Lspn

2021 - Present (3 years)

Premier Wealth Group

2018 - Present (6 years)

College Loan Freedom

2018 - Present (6 years)

Rental Property

2017 - Present (7 years)

Rental Property

2016 - Present (8 years)

Netlaw

2014 - Present (10 years)

Real Estate Investment Property

2013 - Present (11 years)

Transamerica Financial Advisors, Inc

2013 - Present (11 years)

Wfgia

2018 - 2022 (4 years)

Debtmerica

2014 - 2016 (2 years)

Volkswagon Of Orange Park

Disclosures

Please visit the SEC profile of Marico Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Jeremiah Schalk
Cincinnati, OH
Timothy Hardy
Englewood, CO
Steven Smith
Portland, OR
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Lawrence Okechukwu
Houston, TX
Jonathan Fonash
Cedar Rapids, IA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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