Mark
Nash

Transamerica Financial Advisors, Inc

CRD#5410794
Investment Advisor
in Houston, TX

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About this Advisor

Mark Nash is a financial advisor based in Houston, Texas, working with Transamerica Financial Advisors, Inc. Mark has previously held positions 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, Wfgia, Texas Alcoholic Beverage Commission, Halliburton Energy Services, Nash Records, Mark Nash Insurance Agency, God'S Holistic Temple, Hd Vest Investment Services, Internal Revenue Service, and Louisiana Department Of Revenue. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Mark is part of Transamerica Financial Advisors, Inc, which operates out of Houston, Texas. 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 the 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

6200 Savoy Dr #701
Houston, TX 77036

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

TX Average: 62
Total Number of Accounts

45,001

TX Average: 2,474
Average Account Size

$35,987

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Nash Work History

2024 - Present (0 year)

Louisiana Department Of Revenue

2019 - Present (5 years)

Transamerica Financial Advisors, Inc

2018 - Present (6 years)

Wfgia

2016 - Present (8 years)

Istockphoto, A Subsidiary Of Getty Images

2009 - Present (15 years)

Texas Windstorm Insurance Association

2009 - Present (15 years)

The Woodlands Financial Group General Agency

2008 - Present (16 years)

God'S Holistic Temple

2007 - Present (17 years)

Mark Nash Insurance Agency

2002 - Present (22 years)

Serene Professional Solutions

2002 - Present (22 years)

Serene Professional Solutions LLC

2002 - Present (22 years)

Nash Records

2021 - 2022 (1 year)

Internal Revenue Service

2018 - 2021 (3 years)

Texas Alcoholic Beverage Commission

2015 - 2017 (2 years)

Progressive Casualty Insurance Company

2012 - 2016 (4 years)

Halliburton

2012 - 2016 (4 years)

Halliburton Energy Services

2009 - 2015 (6 years)

Humana Inc

2008 - 2017 (9 years)

H.D. Vest Advisory Services

2007 - 2017 (10 years)

Hd Vest Investment Services

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

Jeremiah Schalk
Cincinnati, OH
Khaled Mheisen
Troy, MI
Donald Coombs
Concord, CA
Yancey Mbolda
Houston, TX
Angel Vidal
Port Jefferson Station, NY
Brian Yip
San Gabriel, CA
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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