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Alec Bing Marshak

3 Years of Experience
Sells 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

1025 Dublin Road, Suite 100, Columbus, OH, 43215

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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

Alec is a licensed life insurance agent affiliated with Transamerica Agency Network and United Financial Service since July 2021. He dedicates full-time hours to helping clients get life insurance coverage.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
June 2022 - Present · 3 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Alec Bing Marshak - Financial Advisor | TrueAdvisor