Marques Guy
Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Marques Guy? 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
11 years in the industry.
- Revolution Financial ManagementApr 2014 to now
- Stephanie Young Consultants Inc Crisis Support ServicesAug 2013 to now
- Tri Counties Regional CenterAug 2013 to now
- Transamerica Financial Advisors, IncFeb 2013 to now
- World Financial Group, Inc.Oct 2011 to now
- DebtmericaOct 2014 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6238130
- Firm CRD
- 16164