Marie
Edwards

Transamerica Financial Advisors, Inc

CRD#6713019
Investment Advisor
in Jacksonville, FL

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About this Advisor

Marie Edwards is a financial advisor based in Jacksonville, Florida, working with Transamerica Financial Advisors, Inc. Marie has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, 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, Teksystems, Deutsche Bank, and Ally. Marie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Marie 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 selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

Marie Edwards Work History

2024 - Present (0 year)

Ally

2023 - Present (1 year)

Deutsche Bank

2022 - Present (2 years)

Sumter County United, Inc

2021 - Present (3 years)

H&R Block

2021 - Present (3 years)

Assurance Iq, LLC

2021 - Present (3 years)

E-Class Ventures, Inc

2018 - Present (6 years)

College Loan Freedom

2018 - Present (6 years)

Netlaw Group Inc

2018 - Present (6 years)

Bolt Insurance Agency

2016 - Present (8 years)

Wealthwave

2015 - Present (9 years)

Transamerica Financial Advisors, Inc

2014 - Present (10 years)

Wfgia

2022 - 2023 (1 year)

Teksystems

2021 - 2023 (2 years)

Ess

2020 - 2021 (1 year)

Aerotek, Inc

2018 - 2022 (4 years)

Debtmerica, LLC

2017 - 2020 (3 years)

Vystar Credit Union

2009 - 2020 (11 years)

Duval County Public Schools

2008 - 2016 (8 years)

Avon LLC

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.

Financial Advisors at Transamerica Financial Advisors, Inc

Jonathan Fonash
Cedar Rapids, IA
Junwei Liu
West Covina, CA
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Steven Smith
Portland, OR
Robin Corley
Falls Church, VA
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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