Aleece
Ackerman

Transamerica Financial Advisors, Inc

CRD#5890558
Investment Advisor
in Duluth, GA

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About this Advisor

Aleece Ackerman is a financial advisor who works out of Duluth, Georgia, with a total of 10 years of experience as a financial advisor. Ackerman is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Jade Law Offices Of Kim Scouller, Investment Advisors International, Inc, Shafritz & Dean, LLC, World Financial Group, Inc and Transamerica Financial Advisors, Inc. Ackerman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Duluth, Georgia. The firm has offices in 304 locations and a total of 1,274 employees. It oversees $973 million in assets among its 22,673 client accounts, making it one of the larger firms in the United States by assets under management. Of its 22,673 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are offered. However, fees billed by Transamerica Financial Advisors, Inc likely consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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, Commissions

Disclosures

No

Office Location

6475-A East Johns Crossing
Duluth, GA 30097

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

GA Average: 62
Total Number of Accounts

45,703

GA Average: 2,474
Average Account Size

$22,222

GA Average: $750,025

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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

Aleece Ackerman Work History

Aleece has 10 years of experience.

2012 - Present (8 years)

Transamerica Financial Advisors, Inc

2010 - Present (10 years)

Jade Law Offices Of Kim Scouller

2010 - Present (10 years)

World Financial Group, Inc

2011 - 2012 (1 year)

Investment Advisors International, Inc

2008 - 2010 (2 years)

Shafritz & Dean, LLC

Disclosures

Aleece Ackerman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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