Hsiu-Ching
Chiao

Transamerica Financial Advisors, Inc

CRD#4289398
Investment Advisor
in Duluth, GA

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About this Advisor

Hsiu-Ching Chiao is a financial advisor based in Duluth, Georgia, working with Transamerica Financial Advisors, Inc. Hsiu-Ching has previously held positions at Kaiser, Colonial Pipeline Company, World Financial Group, Inc, Blue Cross Blue Shield Of Ga, International Medical Group, Transamerica Financial Advisors, Inc, Heartland Institute, Humana, Alpha Healthcare Group, Cvs Silverscript Program, Agent Pipeline, Coventry, Aetna, Wellcare, Optimed Health Plans A United Group Programs, Inc Brand, Caresource, Pivot Health Insurance, Allianz Global Assistance Usa, Narssa, Ritter, Mutual Of Omaha, and Ambetter Health Plan. Hsiu-Ching has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Hsiu-Ching is part of Transamerica Financial Advisors, Inc, which operates out of Duluth, 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 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

3805 Crestwood Pkwy Suite 529
Duluth, GA 30096

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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

Hsiu-Ching Chiao Work History

2021 - Present (4 years)

Narssa

2021 - Present (4 years)

Ritter

2020 - Present (5 years)

Pivot Health Insurance

2020 - Present (5 years)

Allianz Global Assistance Usa

2019 - Present (6 years)

Wellcare

2019 - Present (6 years)

Optimed Health Plans A United Group Programs, Inc Brand

2019 - Present (6 years)

Caresource

2016 - Present (9 years)

Aetna

2015 - Present (10 years)

Coventry

2015 - Present (10 years)

Mutual Of Omaha

2015 - Present (10 years)

Ambetter Health Plan

2014 - Present (11 years)

Kaiser

2014 - Present (11 years)

Blue Cross Blue Shield Of Ga

2014 - Present (11 years)

International Medical Group

2014 - Present (11 years)

Humana

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2012 - Present (13 years)

Heartland Institute

2001 - Present (24 years)

World Financial Group, Inc

2014 - 2015 (1 year)

Alpha Healthcare Group

2014 - 2015 (1 year)

Cvs Silverscript Program

2014 - 2015 (1 year)

Agent Pipeline

2012 - 2014 (2 years)

Colonial Pipeline Company

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Disclosures

Please visit the SEC profile of Hsiu-Ching Chiao 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

Jonathan Fonash
Cedar Rapids, IA
Junwei Liu
West Covina, CA
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Steven Smith
Portland, OR
Robin Corley
Falls Church, VA
Stephen Short
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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