Edward BorstCRD 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 34 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Humana Health Plan, Inc.||Zephryhills, FL||Jun 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||Plant City, FL||Jan 2012 - Current||6|
|World Financial Group||Cincinnati, OH||Apr 2002 - Current||15|
|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|
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