Marilyn Pitts, financial advisor Cedar Rapids IA

Marilyn Pitts

CRD Number: 1348972
Current Firm: Transamerica Financial Advisors, Inc.

Marilyn Pitts (CRD# 1348972) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cedar Rapids, IA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Cedar Rapids, IA Jan 2012 - Current 12
Wfgia Cedar Rapids, IA Feb 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Marilyn E. Pitts
Phone Number: 727-299-1800
Registered State(s):
  • GA
  • IA
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, WY

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