Zhaoxia
Tan

Transamerica Financial Advisors, Inc

CRD#4999325
Investment Advisor
in San Diego, CA
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About this Advisor

Zhaoxia Tan is a certified financial planner operating in San Diego, California, who has been in the industry for 13 years. Tan is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, Tan has held roles at Sunny Hills High School, Wfg, World Group Securities, Investment Advisor International, Transamerica Financial Advisors, Inc and Zeiders Enterprises. Tan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. Transamerica Financial Advisors, Inc is a financial advisory company operating in San Diego, California. The investment advisory business has offices in 304 locations and a total of 1,274 advisors. It administers $973 million in assets under management between its 22,673 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 22,673 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules typically depend on the type of financial services. Fee types charged by Transamerica Financial Advisors, Inc most likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

16880 W. Bernardo Dr.
San Diego, CA 92127

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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

Zhaoxia Tan Work History

Zhaoxia has 13 years of experience.

2014 - Present (5 years)

Zeiders Enterprises

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2010 - 2012 (2 years)

Investment Advisor International

2008 - 2012 (4 years)

World Group Securities

2007 - Present (12 years)

Sunny Hills High School

2005 - Present (14 years)

Wfg

Disclosures

Zhaoxia Tan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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