Mackenzie Misseldine, financial advisor South Jordan UT
90 score

Mackenzie Misseldine

CRD Number: 6072679
Current Firm: Transamerica Financial Advisors, Inc.

Mackenzie Misseldine (CRD# 6072679) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Vivint, Inc. Provo, UT Feb 2015 - Current 1
M&m Wealth Management Orem, UT Dec 2014 - Current 2
Transamerica Financial Advisors, Inc. South Jordan, UT Mar 2013 - Current 3
World Financial Group, Inc. So. Jordan, UT Jan 2013 - Current 3
Student Provo, UT May 2010 - Apr 2014 3
Misseldine Brands, LLC Orem, UT Jan 2013 - Dec 2013 < 1
Merrill Financial Associates Provo, UT May 2012 - Feb 2013 < 1
Church Of Jesus Christ Of Latter-day Saints Farmington, MI May 2008 - May 2010 2
Student Provo, UT Jun 2007 - May 2008 < 1
Student Chandler, AZ Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Mackenzie H. Misseldine
Phone Number: 727-299-1800
Registered State(s):
  • UT
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
90
Clean Record
This advisor has a clean track record with regulators.

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