Alexia
Gooch

Transamerica Financial Advisors, Inc

CRD#5289940
Investment Advisor
in Jacksonville, FL

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About this Advisor

Alexia Gooch is a financial advisor operating in Jacksonville, Florida, who has 11 years of industry experience. Gooch is an advisor for Transamerica Financial Advisors, Inc. Gooch has gained experience at World Financial Group, Inc, Investment International, Inc, Allstate Workplace Division, Benefit Communications Inc, Transamerica Financial Advisors, Inc, Benefit Technologies, LLC, Client First, Wellcare, United Amerincan Insurance Company, United Health Care Medicare Solutions, Aetna, Northgate Arinso, Debtmerica, College Loan Freedom, Netlaw Inc, Alight and Rental Property. Gooch has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Transamerica Financial Advisors, Inc is an advisory business based in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It has $2 billion in assets across its 59,659 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm performs a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services are provided. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

8081 Philips Highway Suite 22
Jacksonville, FL 32256

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

FL Average: $1,855,561,029
Total Number of Employees

1,235

FL Average: 62
Total Number of Accounts

59,659

FL Average: 2,474
Average Account Size

$30,430

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Alexia Gooch Work History

Alexia has been registered as a financial advisor for 11 years.*

2020 - Present (4 years)

Alight

2019 - Present (5 years)

Netlaw Inc

2018 - Present (6 years)

College Loan Freedom

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Client First

2012 - Present (12 years)

Wellcare

2012 - Present (12 years)

United Amerincan Insurance Company

2012 - Present (12 years)

United Health Care Medicare Solutions

2012 - Present (12 years)

Aetna

2011 - Present (13 years)

Allstate Workplace Division

2011 - Present (13 years)

Benefit Communications Inc

2006 - Present (18 years)

World Financial Group, Inc

2021 - 2021 (< 1 year)

Rental Property

2018 - 2022 (4 years)

Debtmerica

2014 - 2020 (6 years)

Northgate Arinso

2012 - 2014 (2 years)

Benefit Technologies, LLC

2011 - 2013 (2 years)

Investment International, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexia Gooch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Pamela Rodriguez
San Antonio, TX
Brian Schiavo
Allentown, PA
Shih-Sheng Li
Milpitas, CA
Julie Sun
Bellevue, WA
Austin Hogan
Cincinnati, OH
Cyler Sanderson
Draper, UT
James Shoblo
Colorado Springs, CO
Tarl Reynoso
Orem, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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