Aleece Aron Kardon
Investment adviser representative at Transamerica Financial Advisors, LLC
16 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
16 years in the industry.
- Aak Group, LLCOct 2024 to now
- The Legacy Planning Group LLCJan 2024 to now
- Aleece A. Kardon, Attorney At LawJan 2022 to now
- Shafritz & Dean, Attorneys At LawNov 2020 to now
- NetlawOct 2020 to now
- WealthwaveJan 2016 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- WfgiaNov 2010 to now
- Debt AmericaFeb 2021 to Mar 2022
- Legal ShieldAug 2019 to Dec 2024
- College Loan FreedomFeb 2019 to Dec 2024
- Aleece Ackerman, Attorney At LawJan 2017 to Jan 2022
- Jade Law Offices of Kim ScoullerAug 2010 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5890558
- Firm CRD
- 16164