Mark Vilas, financial advisor Cincinnati OH
87 score

Mark Vilas

CRD Number: 1206905
Current Firm: Transamerica Financial Advisors, Inc.

Mark Vilas (CRD# 1206905) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Coldwell Banker West Shell Cincinnati, OH Oct 2012 - Current 4
Transamerica Financial Advisors, Inc. Cincinnati, OH Jan 2012 - Current 4
World Financial Group, Inc. Cincinnati, OH Mar 2011 - Current 5
Mav Investments Cincinnati, OH Oct 2009 - Current 7
Jil Investments Ii Company Ltd Cincinnati, OH Dec 1996 - Current 20
Genesis Pure LLC American Fork, UT May 2010 - Jan 2013 2
Vilas Realty Inc. Cincinnati, OH Jun 1987 - Oct 2012 25
World Group Securities, Inc. Cincinnati, OH Nov 2011 - Jan 2012 < 1

Mark Vilas has no recent exams reported.
Contact Info for Mark A. Vilas
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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