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Mark Hunter

Investment adviser representative at Transamerica Financial Advisors, LLC
15 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

15 years in the industry.

  1. Heartland Institute of Financial EducationAug 2025 to now
  2. TrackersearthAug 2023 to now
  3. Student Transportation of America, LLCNov 2022 to now
  4. WealthwaveMay 2018 to now
  5. Netlaw, Inc.Jan 2017 to now
  6. Transamerica Financial Advisors, LLCSep 2015 to now
  7. WfgiaJun 2011 to now
  8. Maplebear Inc. dba InstacartSep 2022 to Aug 2023
  9. Burgerville Restaurants, Inc.Dec 2013 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 3 states (NC, OR, 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
6560020
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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