Alan ZinsCRD Number: 6717900
Current Firm: Transamerica Financial Advisors, Inc.
Alan Zins (CRD# 6717900) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Renaissance Investment Management
|Transamerica Financial Advisors, Inc.||Cincinnati, OH||Oct 2016 - Current||5|
|World Financial Group, Inc.||Cincinnati, OH||Mar 2016 - Current||5|
|Guaranteed Trust Life (gtl/a2)||Glenview, IL||Feb 2013 - Current||8|
|United Healthcare Medicare Solutions / United Christian Advisors||Dayton, OH||Jan 2013 - Current||8|
|Insured For Life, LLC||Dayton, OH||Jan 2013 - Current||8|
|Mass Mutual Ohio||Maumee, OH||Jul 2014 - Feb 2016||1|
|Fundamental Insurance And Retirement Planning||Dayton, OH||May 2013 - Feb 2014||< 1|
|Student||Dayton, OH||May 2011 - Nov 2012||1|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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