Clement
Chiang

Transamerica Financial Advisors, Inc

CRD#4737895
Investment Advisor
in Fremont, CA

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About this Advisor

Clement Chiang is a financial advisor who works in Fremont, California with 11 years of industry experience. Chiang is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Wfg, Transamerica Financial Advisors, Inc, Ashape Consulting, Inc, Matrix Insurance Agency, Clement And Ruxi Foundation and Mission Peak Investment Group LLC. Chiang maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Transamerica Financial Advisors, Inc is a financial advisory company headquartered in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in total assets among its 59,659 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc has a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

39210 State Street Suite 211
Fremont, CA 94538

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

CA Average: $1,855,561,029
Total Number of Employees

1,235

CA Average: 62
Total Number of Accounts

59,659

CA Average: 2,474
Average Account Size

$30,430

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Clement Chiang Work History

Clement has been registered as a financial advisor for 11 years.*

2015 - Present (9 years)

Mission Peak Investment Group LLC

2013 - Present (11 years)

Matrix Insurance Agency

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Ashape Consulting, Inc

2003 - Present (21 years)

Wfg

2011 - 2021 (10 years)

Clement And Ruxi Foundation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clement Chiang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Shih-Sheng Li
Milpitas, CA
Julie Sun
Bellevue, WA
Qi Dong
Plano, TX
Tarl Reynoso
Orem, UT
Amanda Ryba
San Jose, CA
Diego Conejo
Pasadena, CA
Chad Tacia
San Antonio, TX
David Winn
Bridgeport, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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