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Alec Bing Marshak

Transamerica Financial Advisors, Inc.

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About Alec Bing Marshak

Alec Bing Marshak is a financial advisor in Columbus, Ohio. Alec is registered with Transamerica Financial Advisors, Inc. Alec is licensed to provide investment advisory services in Ohio. Alec has been in the industry since January 2022. Alec holds the Series 65 license. Alec has a business affiliation with TRANSAMERICA AGENCY NETWORK, UNITED FINANCIAL SERVICE.

Firm Information

Alec Marshak is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alec Marshak’s Registration & Firm History

OH

06/27/2022 - Present

Transamerica Financial Advisors, Inc. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 06/24/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alec Bing Marshak.
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