Yiding
Lei
Transamerica Financial Advisors, Inc
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About this Advisor
Yiding Lei is a financial advisor based in San Jose, California, working with Transamerica Financial Advisors, Inc. Yiding has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Homemaker, and Centaurus Financial. Yiding has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Yiding is part of Transamerica Financial Advisors, Inc, which operates out of San Jose, 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
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Yiding Lei Work History
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Homemaker
Centaurus Financial
Disclosures
Please visit the SEC profile of Yiding Lei 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
New York, NY
Dayton, OH
Falls Church, VA
West Covina, CA
Port Jefferson Station, NY
San Antonio, TX
Englewood, CO
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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