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 is based out of Duluth, Georgia. Currently an investment advisor at Transamerica Financial Advisors, Inc, they have accumulated 11 years of work experience. Ackerman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Ackerman is able to work with investors based out of Georgia. Throughout their career, they have worked at Jade Law Offices Of Kim Scouller, Investment Advisors International, Inc, Shafritz & Dean, LLC, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Aleece Ackerman, Attorney At Law, College Loan Freedom and Legal Shield. Transamerica Financial Advisors, Inc is headquartered in Duluth, Georgia, and has 312 additional locations across the country. In aggregate, Transamerica Financial Advisors, Inc oversees $1 billion in assets throughout 45,703 accounts and retains more than 1,271 people. The amount of assets the firm manages makes it one of the bigger investment advisory firms in the nation. The firm manages 11,800 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc provides portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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 12 years of experience.

2019 - Present (1 year)

College Loan Freedom

2019 - Present (1 year)

Legal Shield

2017 - Present (3 years)

Aleece Ackerman, Attorney At Law

2012 - Present (8 years)

Transamerica Financial Advisors, Inc

2010 - Present (10 years)

World Financial Group, Inc

2011 - 2012 (1 year)

Investment Advisors International, Inc

2010 - 2017 (7 years)

Jade Law Offices Of Kim Scouller

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

Sinwai Lee
Greenbelt, MD
John Belanger
Calabasas, CA
Weijun Zhang
Plainsboro, NJ
Amanda Ryba
San Jose, CA
Cydni Klauss
Portland, OR
Byung Kim
Flushing, NY
James Ritchie
Dayton, OH
Litonya Allen
Portland, OR

This content was compiled from the SEC and FINRA.

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