Marie
Edwards
Transamerica Financial Advisors, Inc
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About this Advisor
Marie Edwards is a financial advisor who works out of Jacksonville, Florida who has 3 years of industry experience. Edwards is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Duval County Public Schools, Avon LLC, Vystar Credit Union, Debtmerica, LLC, College Loan Freedom, Aerotek, Inc, Ess, H&R Block, Assurance Iq, LLC, E-Class Ventures, Inc, Netlaw Group Inc, Bolt Insurance Agency, Sumter County United, Inc, Wealthwave and Teksystems. Edwards has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Transamerica Financial Advisors, Inc is a business that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in assets across its 59,659 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on the type of financial services offered. Fee types 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
Marie Edwards Work History
Marie has been registered as a financial advisor for 3 years.*
Sumter County United, Inc
Teksystems
Ess
H&R Block
Assurance Iq, LLC
E-Class Ventures, Inc
College Loan Freedom
Netlaw Group Inc
Bolt Insurance Agency
Wealthwave
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Aerotek, Inc
Debtmerica, LLC
Vystar Credit Union
Duval County Public Schools
Avon LLC
*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 Marie Edwards 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
