Alexia Marie Gooch
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Alight - New Name StradaJul 2024 to now
- AlightJan 2020 to now
- Netlaw Inc.Mar 2019 to now
- College Loan FreedomNov 2018 to now
- AetnaOct 2012 to now
- Client FirstSep 2012 to now
- United Amerincan Insurance CompanySep 2012 to now
- United Health Care Medicare SolutionsSep 2012 to now
- WellcareSep 2012 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Benefit Communications IncSep 2011 to now
- Allstate Workplace DivisionAug 2011 to now
- World Financial Group, Inc.Jun 2006 to now
- Rental PropertyMay 2021 to Nov 2021
- DebtmericaNov 2018 to Mar 2022
- Northgate ArinsoFeb 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5289940
- Firm CRD
- 16164