AL
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Alexander Le

9 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

6050 Santo Road, Suite 100-C, San Diego, CA, 92124

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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.

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Other Business ActivitiesSells Insurance

Alexander sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also the President of ALE Holdings, Inc., which handles business accounting and administration for Alex Le, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
January 2017 - Present · 9 yrs 1 mo
Transamerica Financial Advisors, LLCBroker
September 2016 - Present · 9 yrs 5 mos
State Registrations10 states
AZCAIAIDNCNVNYTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Le - Financial Advisor | TrueAdvisor