Mark Anthony Nash
Investment adviser representative at Transamerica Financial Advisors, LLC
24 yearsExperience
1 stateRegistered 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.
- Transamerica Financial Advisors, IncOct 2019 to now
- WfgiaFeb 2018 to now
- Istockphoto, A Subsidiary of Getty ImagesJun 2016 to now
- Texas Windstorm Insurance AssociationSep 2009 to now
- The Woodlands Financial Group General AgencySep 2009 to now
- God's Holistic TempleJan 2008 to now
- Mark Nash Insurance AgencyNov 2007 to now
- Nash RecordsJan 2002 to now
- Serene Professional Solutions LLCJan 2002 to now
- Louisiana Department of RevenueJun 2024 to Mar 2026
- Internal Revenue ServiceDec 2021 to Dec 2022
- Texas Alcoholic Beverage CommissionMay 2018 to Dec 2021
- Progressive Casualty Insurance CompanyJul 2015 to May 2017
- H.D. Vest Advisory ServicesJun 2008 to Dec 2017
- Hd Vest Investment ServicesSep 2007 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5410794
- Firm CRD
- 16164