Mark
Nash
Transamerica Financial Advisors, Inc
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About this Advisor
Mark Nash is a financial advisor based out of Houston, Texas, who has 4 years of relevant experience. Nash is on the advisory team at Transamerica Financial Advisors, Inc. Nash has gained experience at Serene Professional Solutions, H.D. Vest Advisory Services, Halliburton, Progressive Casualty Insurance Company, Humana Inc, Texas Windstorm Insurance Association, The Woodlands Financial Group General Agency, Serene Professional Solutions LLC, Istockphoto, A Subsidiary Of Getty Images, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Texas Alcoholic Beverage Commission, Halliburton Energy Services, Nash Records, Mark Nash Insurance Agency, God'S Holistic Temple, Hd Vest Investment Services and Internal Revenue Service. Nash holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Transamerica Financial Advisors, Inc is a registered investment company based out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It has $2 billion in assets under management across its 59,659 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc provides 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 typically depend on which services the firm provides the client. 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
Mark Nash Work History
Mark has been registered as a financial advisor for 4 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Istockphoto, A Subsidiary Of Getty Images
Texas Windstorm Insurance Association
The Woodlands Financial Group General Agency
God'S Holistic Temple
Mark Nash Insurance Agency
Serene Professional Solutions
Serene Professional Solutions LLC
Nash Records
Internal Revenue Service
Texas Alcoholic Beverage Commission
Progressive Casualty Insurance Company
Halliburton
Halliburton Energy Services
Humana Inc
H.D. Vest Advisory Services
Hd Vest Investment Services
*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 Mark Nash 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
Port Jefferson Station, NY
Houston, TX
Moorpark, CA
Irvine, CA
Pasadena, CA
Braintree, MA
San Antonio, TX
Falls Church, VA
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.
