Xianjin
Li

Transamerica Financial Advisors, Inc

CRD#2992492
Investment Advisor
in Arcadia, CA
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About this Advisor

Xianjin Li is a financial advisor based out of Arcadia, California, who has been in the industry for 17 years. Li currently works for Transamerica Financial Advisors, Inc. Over the course of their career, Li has held roles at World Group Securities, Inc, Wfg, Investment Advisors International, Transamerica Financial Advisors, Inc and Ping An Group Inc. Li has Series 63 and Series 65 licenses, certifying 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 company operating in Arcadia, California. The investment advisory business has offices in 304 locations and a total of 1,274 people on staff. It manages $973 million in assets among its 22,673 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 22,673 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. Transamerica Financial Advisors, Inc offers a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely depend on which services the firm provides the client. However, fee types charged by Transamerica Financial Advisors, Inc most likely consist of some combination 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

Yes

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

Xianjin Li Work History

Xianjin has 17 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2011 - Present (8 years)

Ping An Group Inc

2001 - Present (18 years)

Wfg

2008 - 2012 (4 years)

Investment Advisors International

2002 - 2012 (10 years)

World Group Securities, Inc

Disclosures

Xianjin Li has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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