Alexia Gooch (CRD# 5289940) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Jacksonville, FL and has over 13 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alight | Jacksonville, FL | Jan 2020 - Current | 4 |
| Netlaw Inc. | Louisville, KY | Mar 2019 - Current | 5 |
| College Loan Freedom | Henderson, NV | Nov 2018 - Current | 5 |
| Aetna | Pittsburgh, PA | Oct 2012 - Current | 11 |
| Client First | Jacksonville, FL | Sep 2012 - Current | 11 |
| Wellcare | Tampa, FL | Sep 2012 - Current | 11 |
| United Amerincan Insurance Company | Jacksonville, FL | Sep 2012 - Current | 11 |
| United Health Care Medicare Solutions | Hot Springs, AZ | Sep 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Jacksonville, FL | Jan 2012 - Current | 12 |
| Benefit Communications Inc. | Nashville, TN | Sep 2011 - Current | 12 |
| Allstate Workplace Division | Jacksonville, FL | Aug 2011 - Current | 12 |
| World Financial Group, Inc. | Jacksonville, FL | Jun 2006 - Current | 17 |
| Debtmerica | Santa Ana, CA | Nov 2018 - Mar 2022 | 3 |
| Rental Property | Jacksonville, FL | May 2021 - Nov 2021 | < 1 |
| Northgate Arinso | Jacksonville, FL | Feb 2014 - Jan 2020 | 5 |
| Benefit Technologies, LLC | Jacksonville, FL | Jul 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- FL
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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