Tingting
Huang

Transamerica Financial Advisors, Inc

CRD#7597549
Investment Advisor
in Alviso, CA

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About this Advisor

Tingting Huang is a financial advisor based in Alviso, California, working with Transamerica Financial Advisors, Inc. Tingting has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Vsr Accountancy Corporation, Tth Services Corporation, Golden Fremont Inc (Company Is Dissolved 2020), Sogo Foods Inc, Dakota Brothers Inc, Tropicana Russell Inc, California Department Of Social Services -In Home Supportive Ser, and Combined Insurance Company Of America. Tingting has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Tingting is part of Transamerica Financial Advisors, Inc, which operates out of Alviso, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2099 Gold Street
Alviso, CA 95002-2028

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tingting Huang Work History

2023 - Present (2 years)

California Department Of Social Services -In Home Supportive Ser

2023 - Present (2 years)

Combined Insurance Company Of America

2022 - Present (3 years)

Transamerica Financial Advisors, Inc

2022 - Present (3 years)

Dakota Brothers Inc

2022 - Present (3 years)

Tropicana Russell Inc

2015 - Present (10 years)

Tth Services Corporation

2013 - Present (12 years)

Wfgia

2007 - Present (18 years)

Vsr Accountancy Corporation

2021 - 2021 (< 1 year)

Dakota Brothers Inc

2020 - 2021 (1 year)

Sogo Foods Inc

2009 - 2020 (11 years)

Golden Fremont Inc (Company Is Dissolved 2020)

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tingting Huang 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

Jonathan Fonash
Cedar Rapids, IA
Derek Thompson
New York, NY
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Junwei Liu
West Covina, CA
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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