MS
Mark A. Salmon
TRANSAMERICA FINANCIAL ADVISORS
Norcross, GA 30093
Some features on this profile are disabled
CRD#: 6603300
MS
Professional summary
Mark Anthony Salmon, who also goes by Mark Salmon, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Norcross, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Mark has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Salmon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors. 1) Warner Discovery Investment Related: NO 1050 Techwood Drive | Atlanta, GA 30318 Movie & TV programming company. Network Engineer Start date 6/2025 2) Mark Salmon LLC Investment Related: NO 635 Peace Creek Trace | Alpharetta, GA 30005 Tax preparation service Owner/sole member of the LLC Start date 1/2017 40 hours per month, 20 hours per month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony Salmon's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Mark Anthony Salmon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 27, 2025 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 1770 Indian Trail Lilburn Rd. Suite 400, Norcross, GA 30093RIA
BD
CRD#: 16164
Norcross, GA
Current
August 26, 2025 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 1770 Indian Trail Lilburn Rd. Suite 400, Norcross, GA 30093RIA
BD
CRD#: 16164
Norcross, GA
Past
October 3, 2024 - July 25, 2025
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
Alpharetta, GA
Past
October 2, 2024 - July 25, 2025
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
Alpharetta, GA
Past
May 2, 2024 - July 24, 2024
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Alpharetta, GA
Past
November 9, 2022 - February 23, 2024
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Alpharetta, GA
Past
November 9, 2022 - November 14, 2023
INNOVATION PARTNERS LLC
BD
CRD#: 146344
CHARLOTTE, NC
Past
June 1, 2016 - November 10, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
JOHNS CREEK, GA
Past
January 20, 2016 - November 10, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
JOHNS CREEK, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(8/26/2025)
IAR
Georgia(8/27/2025)
RR
New Jersey(11/4/2025)
IAR
New Jersey(11/5/2025)
RR
Pennsylvania(8/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
