Marlow
Felton
Transamerica Financial Advisors, Inc
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About this Advisor
Marlow Felton is a financial advisor who works out of Englewood, Colorado with 11 years of industry experience. Felton is currently employed by Transamerica Financial Advisors, Inc. Felton has gained experience at Wfg, Buehler Insurance Agency, Piper Financial Inc, Jonathan Manske, Author, Transamerica Financial Advisors, Inc, 247 Properties, LLC, Wave Financial Partners, Inc, Powr Network, Tcm Enterrises, Roper Insurance, Couples Money, LLC, Colonial Life, Syracuse, LLC, The Thompson Group, Warner Pacific, Star Denver and Impact Legacy LLC. Felton has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It handles $2 billion in assets among its 59,659 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees vary depending on the type of financial services offered. Fee types billed 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
Marlow Felton Work History
Marlow has been registered as a financial advisor for 11 years.*
Impact Legacy LLC
The Thompson Group
Warner Pacific
Star Denver
Colonial Life
Syracuse, LLC
Roper Insurance
Transamerica Financial Advisors, Inc
247 Properties, LLC
Author
Couples Money, LLC
Piper Financial Inc
Jonathan Manske
Wfg
Tcm Enterrises
Wave Financial Partners, Inc
Powr Network
Buehler Insurance Agency
*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 Marlow Felton 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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