Li
Dong
Transamerica Financial Advisors, Inc
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About this Advisor
Li Dong is a financial advisor based in Alviso, California, working with Transamerica Financial Advisors, Inc. Li has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Beyond Certified Public Accountant Llp, Cpa, Self Employed, Gap Inc, Refocus Investment Club, LLC, Tri-Valley Total Solution, LLC, Ma, Xia & Si Certified Public Accountants, Llp, Rental Property, Ld Hawaii Holding LLC, Kyros Ai Corp, Lead International Inc, Neekee Inc, and Ld California Holdings LLC. Li has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, New Jersey, and Texas. Currently, Li is part of Transamerica Financial Advisors, Inc, which operates out of Alviso, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Li Dong Work History
Ld California Holdings LLC
Lead International Inc
Neekee Inc
Kyros Ai Corp
Ld Hawaii Holding LLC
Transamerica Financial Advisors, Inc
Wfgia
Beyond Certified Public Accountant Llp
Rental Property
Refocus Investment Club, LLC
Tri-Valley Total Solution, LLC
Cpa, Self Empolyed
Ma, Xia Amp; Si Certified Public Accoutants, Llp
Gap Inc
Disclosures
Please visit the SEC profile of Li Dong 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
West Covina, CA
Dayton, OH
Cedar Rapids, IA
Falls Church, VA
Port Jefferson Station, NY
San Antonio, TX
Villa Park, IL
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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