Windel
Taylor

Transamerica Financial Advisors, Inc

CRD#6684798
Investment Advisor
in Orlando, FL

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About this Advisor

Windel Taylor is an advisor who is based out of Orlando, Florida. Currently a registered financial advisor at Transamerica Financial Advisors, Inc, Taylor has 10 years of professional experience. Taylor maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Taylor is registered to act as a financial advisor based out of Florida. Over the course of their career, Taylor has held roles at Computing System Innovations, Honeywell Via Contract Company Collebera, Yellow Pages, Vernon Business Via Siwel Consulting, Kaplan Inc, Tsg Financial Management, Transamerica Financial Advisors, Inc, World Financial Group, Inc and Verizon Wireless. Transamerica Financial Advisors, Inc is located in Orlando, Florida, and has 320 other locations in the United States. In total, Transamerica Financial Advisors, Inc oversees $1 billion in assets dispersed across 54,800 client accounts and retains more than 1,266 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 840 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Transamerica Financial Advisors, Inc can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

1800 33Rd Street Suite 100
Orlando, FL 32839

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,297,641,409

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

1,266

FL Average: 62
Total Number of Accounts

54,800

FL Average: 2,474
Average Account Size

$23,680

FL Average: $750,025

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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

Windel Taylor Work History

Windel has 10 years of experience.

2019 - Present (2 years)

Verizon Wireless

2017 - Present (4 years)

Transamerica Financial Advisors, Inc

2016 - Present (5 years)

World Financial Group, Inc

2015 - 2016 (1 year)

Computing System Innovations

2015 - 2015 (< 1 year)

Honeywell Via Contract Company Collebera

2013 - 2015 (2 years)

Yellow Pages

2012 - 2013 (1 year)

Vernon Business Via Siwel Consulting

2011 - 2012 (1 year)

Kaplan Inc

2010 - 2011 (1 year)

Tsg Financial Management

Disclosures

Windel Taylor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Roger Cortes
Alviso, CA
Teresa Harris
Houston, TX
Danny Cortez
Honolulu, HI
Christopher Risko
Cranford, NJ
Chad Tacia
San Antonio, TX
Reginald Chandler
Duluth, GA
Dustin Million
Lexington, KY
Priyanka Singhal
Sugar Land, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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