AG
AG

Alexia Marie Gooch

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
1031 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Financial Planning:Investment management only
Minimum Annual Fee:$35
Loading...

Location

8081 Philips Highway, Suite 22, Jacksonville, FL, 32256

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexia sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, and discusses Medicare and Medicaid. She also works as an enrollment specialist for medical supplements and as an HRFS Consultant (Project Manager) for Alight, dedicating about half of her time to this role.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 1 mo
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Investment Advisors International, INC.
March 2011 - January 2012 · 10 mos
World Group Securities, INC.Broker
March 2010 - January 2012 · 1 yr 10 mos
State Registrations4 states
FLGAMDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.