Mark Nash, financial advisor Houston TX

Mark Nash

CRD Number: 5410794
Current Firm: Transamerica Financial Advisors, Inc.

Mark Nash (CRD# 5410794) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Houston, TX Oct 2019 - Current 4
World Financial Group, Inc. Houston, TX Feb 2018 - Current 6
Istockphoto, A Subsidiary Of Getty Images Chicago, IL Jun 2016 - Current 7
Texas Windstorm Insurance Association Austin, TX Sep 2009 - Current 14
The Woodlands Financial Group General Agency The Woodlands, TX Sep 2009 - Current 14
God's Holistic Temple Pearland, TX Jan 2008 - Current 16
Mark Nash Insurance Agency Pearland, TX Nov 2007 - Current 16
Serene Professional Solutions Houston, TX Jan 2002 - Current 22
Serene Professional Solutions LLC Pearland, TX Jan 2002 - Current 22
Nash Records Pearland, TX Jan 2002 - Current 22
Internal Revenue Service Philadelphia, PA Dec 2021 - Dec 2022 1
Texas Alcoholic Beverage Commission Houston, TX May 2018 - Dec 2021 3
H.d. Vest Advisory Services Pearland, TX Jun 2008 - Dec 2017 9
Hd Vest Investment Services Irving, TX Sep 2007 - Dec 2017 10
Progressive Casualty Insurance Company Mayfield Village, OH Jul 2015 - May 2017 1
Halliburton Houston, TX Feb 2012 - Feb 2016 4
Halliburton Energy Services Houston, TX Feb 2012 - Feb 2016 4
Humana Inc. Louisville, KY Sep 2009 - Dec 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Nash
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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