Peter
Tang

Transamerica Financial Advisors, Inc

CRD#6781152
Investment Advisor
in San Gabriel, CA

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About this Advisor

Peter Tang is an advisor based in San Gabriel, California. Currently a registered investment advisor with Transamerica Financial Advisors, Inc, Tang has 10 years of work experience as a financial advisor. Tang holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Tang is able to work with customers based out of California. Tang has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, United Real Estate, Re/Max Primier Properties and Irn Realty. Transamerica Financial Advisors, Inc is headquartered in San Gabriel, California, and has 320 additional locations in the nation. As a registered advisory firm, Transamerica Financial Advisors, Inc oversees $1 billion in assets covering 54,800 client accounts and employs more than 1,266 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 840 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Transamerica Financial Advisors, Inc can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

Disclosures

No

Office Location

121 S Delmar Ave
San Gabriel, CA 91776

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,297,641,409

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

1,266

CA Average: 62
Total Number of Accounts

54,800

CA Average: 2,474
Average Account Size

$23,680

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

Peter Tang Work History

Peter has 10 years of experience.

2019 - Present (2 years)

Irn Realty

2017 - Present (4 years)

Transamerica Financial Advisors, Inc

2016 - Present (5 years)

World Financial Group, Inc

2015 - 2019 (4 years)

United Real Estate

2010 - 2015 (5 years)

Re/Max Primier Properties

Disclosures

Peter Tang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Roger Cortes
Alviso, CA
Weiping Tang
Bellevue, WA
Sammy Battle
Cranford, NJ
Jeremiah Gregory
Tucson, AZ
Peter Tang
San Gabriel, CA
Tyler Chamberlain
Maumee, OH
Li Ma
Alviso, CA
Avi Crane
Laguna Hills, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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