Phuong
Paik
Transamerica Financial Advisors, Inc
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About this Advisor
Phuong Paik is a financial advisor who works in San Diego, California with a total of 5 years of industry experience. Paik works at Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Uyen Phuong Pham Paik Tax Preparation, World Financial Group, Tuan Le, Transamerica Financial Advisors, Inc, Health Insurance and F3 Insurance Services LLC. Paik maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It manages $2 billion in total assets across its 59,659 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm offers a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management vary depending on the financial services. However, fee types billed 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
Phuong Paik Work History
Phuong has been registered as a financial advisor for 5 years.*
F3 Insurance Services LLC
Health Insurance
Uyen Phuong Pham Paik Tax Preparation
Transamerica Financial Advisors, Inc
World Financial Group
Tuan Le
*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 Phuong Paik 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
Rancho Santa Margarita, CA
Orem, UT
Bridgeport, MI
Braintree, MA
Plano, TX
Colorado Springs, CO
Pasadena, CA
Woodland Hills, CA
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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