Marlys NashCRD Number: 6013012
Current Firm: Transamerica Financial Advisors, Inc.
Marlys Nash (CRD# 6013012) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centennial, CO and has over 5 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|5m Cares, LLC||Lakewood, CO||Jul 2013 - Current||4|
|Transamerica Financial Advisors, Inc.||Denver, CO||Jan 2012 - Current||6|
|World Financial Group, Inc.||Centennial, CO||Sep 2011 - Current||6|
|Cornerstone Mortgage||Arvada, CO||Mar 2010 - Current||7|
|Big Sky Real Estate LLC||Piedmont, SD||Jan 2003 - Nov 2015||12|
|First National Bank||Westminster, CO||Apr 2008 - Mar 2010||1|
|Mountain Pacific Mortgage||Lakewood, CO||May 1994 - Apr 2008||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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