Mark Allen Winsor
Investment adviser representative at Transamerica Financial Advisors, LLC
24 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Call Winsor RealtyJul 2019 to now
- Winsor Law Group, PlcJul 2019 to now
- Winsor Law Firm, Plc. dba Winsor Law OnlineApr 2018 to now
- Professional School for Continued EducationSep 2017 to now
- WealthwaveJan 2016 to now
- Transamerica Financial Advisors, IncJun 2014 to now
- WfgiaOct 2013 to now
- Preventia Legal Counselors, PlcDec 2002 to now
- Winsor & Reed Law FirmApr 2018 to Jul 2019
- Awesome Benefit AdvisorsFeb 2016 to Feb 2018
- Awesome InsuranceFeb 2016 to Feb 2018
- The Beshk Group IncSep 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (AZ, KY, NJ).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124151
- Firm CRD
- 16164