Marico
Walker
Transamerica Financial Advisors, Inc
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About this Advisor
Marico Walker is a financial advisor based out of Jacksonville, Florida, with 8 years of industry experience. Walker currently works for Transamerica Financial Advisors, Inc. During their career, Walker has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Audi Of Jacksonville, Real Estate Investment Property, The Limu Company, Volkswagon Of Orange Park, Rental Property, Netlaw, Debtmerica, College Loan Freedom, Premier Wealth Group and Lspn. Walker maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida, North Carolina and Texas. Transamerica Financial Advisors, Inc is a firm based in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in total assets among its 59,659 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on the type of services offered. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Marico Walker Work History
Marico has been registered as a financial advisor for 8 years.*
Lspn
Premier Wealth Group
College Loan Freedom
Rental Property
Rental Property
Netlaw
Real Estate Investment Property
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Debtmerica
Volkswagon Of Orange Park
Audi Of Jacksonville
The Limu Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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