Marcus H. Mitchell
Investment adviser representative at Transamerica Financial Advisors, LLC
19 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
19 years in the industry.
- Wealthwave Insurance Agency LLCMar 2026 to now
- Chance for All, LLCDec 2020 to now
- Transamerica Financial Advisors, LLCNov 2018 to now
- Five C Properties, LLCJun 2018 to now
- New Horizons, LLCJan 2018 to now
- WealthwaveOct 2017 to now
- Camp Nokomis Maine, LLCSep 2016 to now
- Maine Business Retreat, LLCFeb 2016 to now
- WfgiaMay 2014 to now
- William F. Mitchell, LLCMay 2007 to now
- Transamerica Financial Advisors, IncDec 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6596143
- Firm CRD
- 16164