Fuxiao
Su

Transamerica Financial Advisors, Inc

CRD#4746430
Investment Advisor
in Duluth, GA

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About this Advisor

Fuxiao Su is a financial advisor working in Duluth, Georgia with 11 years of industry experience. Su is on the advisory team at Transamerica Financial Advisors, Inc. During their career, Su has held roles 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, Ambetter and Fuxiao Su. Su has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and Texas. Transamerica Financial Advisors, Inc is a registered investment firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It manages $2 billion in assets across its 59,659 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services are provided. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

Office Location

6475-A East Johns Crossing
Duluth, GA 30097

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

GA Average: 62
Total Number of Accounts

59,659

GA Average: 2,474
Average Account Size

$30,430

GA Average: $750,025

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

Fuxiao Su Work History

Fuxiao has been registered as a financial advisor for 11 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Michael Burns
Braintree, MA
Tarl Reynoso
Orem, UT
David Winn
Bridgeport, MI
Edward Peterson
Plano, TX
Qi Dong
Plano, TX
James Shoblo
Colorado Springs, CO
Chad Tacia
San Antonio, TX
Diego Conejo
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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