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Aileen M Dizon

10 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
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Location

1255 West 15th Street, Suite 460, Plano, TX, 75075

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Aileen sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. She also works full-time as an HR Information System Analyst Senior for CHRISTUS Health and dedicates about half her time to insurance sales and marketing of Transamerica's TransElite product.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Transamerica Financial Advisors, LLCBroker
February 2015 - Present · 11 yrs
State Registrations5 states
CADENCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.