Marilyn PittsCRD Number: 1348972
Current Firm: Transamerica Financial Advisors, Inc.
Marilyn Pitts (CRD# 1348972) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saint Petersburg, FL and has over 32 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Transamerica Financial Advisors, Inc.||St Petersburg, FL||Jan 2012 - Current||6|
|World Financial Group||St Petersburg, CA||Feb 2008 - Current||10|
|National Safety Associates, Inc. (nsa)||Collierville, TN||May 2004 - Apr 2012||7|
|World Group Securities, Inc.||Duluth, GA||Feb 2008 - Jan 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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