Alexia TrippCRD Number: 5289940
Current Firm: Transamerica Financial Advisors, Inc.
Alexia Tripp (CRD# 5289940) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Jacksonville, FL and has over 6 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Northgate Arinso||Jacksonville, FL||Feb 2014 - Current||2|
|Aetna||Pittsburgh, PA||Oct 2012 - Current||4|
|Client First||Jacksonville, FL||Sep 2012 - Current||4|
|Wellcare||Tampa, FL||Sep 2012 - Current||4|
|United Amerincan Insurance Company||Jacksonville, FL||Sep 2012 - Current||4|
|United Health Care Medicare Solutions||Hot Springs, AZ||Sep 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Jacksonville, FL||Jan 2012 - Current||4|
|Benefit Communications Inc.||Nashville, TN||Sep 2011 - Current||5|
|Allstate Workplace Division||Jacksonville, FL||Aug 2011 - Current||5|
|World Financial Group, Inc.||Jacksonville, FL||Jun 2006 - Current||10|
|Benefit Technologies, LLC||Jacksonville, FL||Jul 2012 - May 2014||1|
|Investment International, Inc.||Jacksonville, FL||Feb 2011 - May 2013||2|
|World Group Securiies, Inc.||Jacksonville, FL||Mar 2010 - Jan 2012||1|
|Citistreet, Ing||Jacksonville, FL||Nov 2002 - Jul 2010||7|
|Aetna||Hartford, CT||Mar 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2010|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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