Liqiu
Jiang
Transamerica Financial Advisors, Inc
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About this Advisor
Liqiu Jiang is a financial advisor who works in Alviso, California with 5 years of industry experience. Jiang currently works for Transamerica Financial Advisors, Inc. Over the course of their career, Jiang has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Fibrogen, Premier Research, Ppd, Anthem, Inc, Anthem Blue Cross, Gilead Sciences, Inc, Rigel Pharmaceuticals. Inc and Corcept Therapeutics, Inc. Jiang maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Transamerica Financial Advisors, Inc is a firm based out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in assets between its 59,659 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. 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. Financial management fees depend on which services the firm provides the client. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Liqiu Jiang Work History
Liqiu has been registered as a financial advisor for 5 years.*
Corcept Therapeutics, Inc
Rigel Pharmaceuticals. Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Gilead Sciences, Inc
Anthem Blue Cross
Anthem, Inc
Fibrogen
Premier Research
Ppd
*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 Liqiu Jiang 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
Draper, UT
Milpitas, CA
Irvine, CA
Plano, TX
Colorado Springs, CO
San Antonio, TX
Pasadena, CA
Braintree, MA
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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