Windel
Taylor
Transamerica Financial Advisors, Inc
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About this Advisor
Windel Taylor is a financial advisor who works in Orlando, Florida. Taylor is currently employed by Transamerica Financial Advisors, Inc. During their career, Taylor has held roles at Computing System Innovations, Honeywell Via Contract Company Collebera, Yellow Pages, Vernon Business Via Siwel Consulting, Transamerica Financial Advisors, Inc, World Financial Group, Inc and Verizon. Taylor holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets under management among its 59,659 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the type of financial services offered. However, 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
Windel Taylor Work History
Windel has been registered as a financial advisor for 0 years.*
Transamerica Financial Advisors, Inc
Verizon
World Financial Group, Inc
Transamerica Financial Advisors, Inc
Computing System Innovations
Honeywell Via Contract Company Collebera
Yellow Pages
Vernon Business Via Siwel Consulting
Yellow Pages
*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 Windel Taylor 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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