Sunny
Leung

Transamerica Financial Advisors, Inc

CRD#2509018
Investment Advisor
in Arcadia, CA
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About this Advisor

Sunny Leung is a financial advisor working out of Arcadia, California, who has 17 years of experience as a financial advisor. Leung is an advisor for Transamerica Financial Advisors, Inc. The advisor has gained experience at Self Owner - Apartment Building, Wfg, Wgs, Investment Advisors International, Inc, Debtmerica Relief and Transamerica Financial Advisors, Inc. Leung holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Arcadia, California. The firm has offices in 304 locations and a total of 1,274 financial advisors. It administers $973 million in total assets among its 22,673 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 22,673 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. Transamerica Financial Advisors, Inc offers a broad range of services, such as 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 depend on the financial services offered. However, fees charged by Transamerica Financial Advisors, Inc likely are comprised of any blend 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

Disclosures

No

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

$1,015,629,122

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

1,271

CA Average: 62
Total Number of Accounts

45,703

CA Average: 2,474
Average Account Size

$22,222

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

Sunny Leung Work History

Sunny has 17 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2011 - Present (8 years)

Debtmerica Relief

2001 - Present (18 years)

Wfg

2009 - 2012 (3 years)

Investment Advisors International, Inc

2004 - 2014 (10 years)

Self Owner - Apartment Building

2002 - 2012 (10 years)

Wgs

Disclosures

Sunny Leung has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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