Windel
Taylor
Transamerica Financial Advisors, LLC
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About this Advisor
Windel Taylor is a financial advisor based in Orlando, Florida, working with Transamerica Financial Advisors, LLC. Windel has previously worked at Computing System Innovations, Honeywell Via Contract Company Collebera, Transamerica Financial Advisors, Inc, Wfgia, Verizon, and Yellow Pages. Windel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Windel is part of Transamerica Financial Advisors, LLC, which operates in Orlando, Florida. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.
Certifications and Registrations
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Fee Structure
Office Location
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Transamerica Financial Advisors, LLC Brokerage Details
$1,730,669,809
1,054
42,440
$40,779
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Windel Taylor Work History
Transamerica Financial Advisors, Inc
Verizon
Wfgia
Transamerica Financial Advisors, Inc
Computing System Innovations
Honeywell Via Contract Company Collebera
Yellow Pages
Disclosures
Please visit the SEC profile of Windel Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, LLC
Irvine, CA
Waltham, MA
Louisville, KY
Flushing, NY
Flushing, NY
Plano, TX
Fresno, CA
Columbia, MD
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