Edward Borst, financial advisor Winter Park FL

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 Winter Park, FL and has over 40 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 9
Transamerica Financial Advisors, Inc. Plant City, FL Jan 2012 - Current 12
World Financial Group Cincinnati, OH Apr 2002 - Current 21
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
    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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