Fuxiao
Su

Transamerica Financial Advisors, Inc

CRD#4746430
Investment Advisor
in Alpharetta, GA

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About this Advisor

Fuxiao Su is a financial advisor based in Alpharetta, Georgia, working with Transamerica Financial Advisors, Inc. Fuxiao has previously held positions at World Financial Group, Kaiser Permanente Insurance Co, Assurant Health, Blue Cross Blue Shield Of Ga, Transamerica Financial Advisors, Inc, All Trust Realty Inc, Fuda Financial Inc, Humana, Fuxiao Su, and Ambetter. Fuxiao has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Fuxiao is part of Transamerica Financial Advisors, Inc, which operates out of Alpharetta, Georgia. 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

3030 Royal Blvd. S Suite 200
Alpharetta, GA 30022

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

GA Average: 62
Total Number of Accounts

45,001

GA Average: 2,474
Average Account Size

$35,987

GA Average: $750,025

Investment Advisory Services

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

Fuxiao Su Work History

2018 - Present (6 years)

Ambetter

2015 - Present (9 years)

Fuda Financial Inc

2015 - Present (9 years)

Humana

2013 - Present (11 years)

All Trust Realty Inc

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

Blue Cross Blue Shield Of Ga

2006 - Present (18 years)

Assurant Health

2004 - Present (20 years)

Kaiser Permanente Insurance Co

2003 - Present (21 years)

World Financial Group

2018 - 2018 (< 1 year)

Fuxiao Su

Disclosures

Please visit the SEC profile of Fuxiao Su 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

Yancey Mbolda
Houston, TX
John Collins
Fishers, IN
Derek Thompson
New York, NY
Jonathan Fonash
Cedar Rapids, IA
Angel Vidal
Port Jefferson Station, NY
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

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