Edward Borst, financial advisor Plant City FL
93 score

Edward Borst

CRD Number: 1113613
Current Firm: Transamerica Financial Advisors, Inc.

Edward Borst (CRD# 1113613) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plant City, FL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Humana Health Plan, Inc. Zephryhills, FL Jun 2014 - Current 2
Transamerica Financial Advisors, Inc. Plant City, FL Jan 2012 - Current 4
World Financial Group Cincinnati, OH Apr 2002 - Current 14
Borst Financial Group Cincinnati, OH Apr 2002 - Jul 2012 10
Investment Advisors International, Inc. Cincinnati, OH Aug 2010 - Jan 2012 1
World Group Securities, Inc. Cincinnati, OH Apr 2002 - Jan 2012 9
Acf Mortgage West Chester, OH Feb 2010 - Dec 2011 1
Allied Mortgage Copr Columbus, OH Nov 2007 - Dec 2009 2
Comunity Lending Moorgan Hill, CA May 2004 - Sep 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Edward D. Borst
Phone Number: 727-299-1800
Registered State(s):
  • FL
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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