Aleece Aron Kardon

Transamerica Financial Advisors, LLC

14 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Transamerica Financial Advisors, LLC

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

Location

3030 Royal Blvd. S, Suite 200, Alpharetta, GA, 30022

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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.

Other Business ActivitiesSells Insurance

Aleece sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors through Wealthwave. She also works as an attorney, focusing on estate planning and real estate closings, and is involved in several LLCs primarily for tax filing purposes.

Employment History

Current Registrations

Transamerica Financial Advisors, LLCBroker

March 2012 - Present · 13 yrs 11 mos

Transamerica Financial Advisors, LLC

January 2012 - Present · 14 yrs 1 mo

Previous Registrations

Investment Advisors International, INC.

February 2011 - January 2012 · 11 mos

State Registrations6 states

AZCOFLGANVTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.