Mark Aaron Gentry
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Mark Aaron Gentry? Claim your profile
Contact this firm
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
25 years in the industry.
- Rental PropertyNov 2022 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Mark Gentry - Sole ProprietorOct 2010 to now
- World Financial GroupJun 2001 to now
- Core Value Investors LLCOct 2018 to Oct 2020
- S.S.I. Super Stores IncOct 2010 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
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
- 4265662
- Firm CRD
- 16164