Transamerica Financial Advisors, Inc

Investment Advisor
in Arcadia, CA
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About this Advisor

Lily Ou is a financial advisor operating in Arcadia, California, who has been in the financial industry for 17 years. Ou is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Investment Advisors International, Inc, Wfg, World Group Securities, Inc, Wfg Affiliate Broker Program, In Home Supportive Services (Ihss) and Transamerica Financial Advisors, Inc. Ou has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Transamerica Financial Advisors, Inc is a financial advisory company that has its headquarters in Arcadia, California. The firm has offices in 304 locations and a total of 1,274 people on staff. It oversees $973 million in assets across its 22,673 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 22,673 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a number 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 fees typically vary depending on the type of financial services provided. However, fees charged by Transamerica Financial Advisors, Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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, Commissions



Office Location

255 E Santa Clara St Suite 310
Arcadia, CA 91006

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management


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


CA Average: 62
Total Number of Accounts


CA Average: 2,474
Average Account Size


CA Average: $750,025

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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

Lily Ou Work History

Lily has 17 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2011 - Present (8 years)

In Home Supportive Services (Ihss)

2001 - Present (18 years)


2009 - 2012 (3 years)

Investment Advisors International, Inc

2002 - 2012 (10 years)

World Group Securities, Inc

2002 - 2009 (7 years)

Wfg Affiliate Broker Program


Lily Ou has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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