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Alec Tran

3 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

4390 Us Highway 1, Suite 202, Princeton, NJ, 08540

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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 sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also works as a tax preparer, is an independent insurance agent, owns multiple rental properties, is an officer of H2tran Inc., and owns B2AQ INC, dedicating minimal time to most of these activities.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
June 2022 - Present · 3 yrs 8 mos
Transamerica Financial Advisors, LLCBroker
April 2022 - Present · 3 yrs 10 mos
State Registrations7 states
DCDEMDNJPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alec Tran - Financial Advisor | TrueAdvisor