Joyce
Ghu

Transamerica Financial Advisors, Inc

CRD#5233012
Investment Advisor
in Alpharetta, GA

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About this Advisor

Joyce Ghu is a financial advisor based in Alpharetta, Georgia, working with Transamerica Financial Advisors, Inc. Joyce has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Mml Invetors Services LLC, Metlife Securities Inc, Rinadon.Com Farshion Jewelry, Best Accounting Amp; Tax Solutions LLC, Joyce Ghu, Pinnacle Glen Townhome Hoa Board, Asian Cultural Empowerment Corp, Korean American Society Of Certified Public Accountants Of Great, Netlaw.Com, Polytech Fibers LLC, and Virtues Of Aging Professionals Inc. Joyce has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Georgia and New Jersey. Currently, Joyce 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 66, Series 63

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

Joyce Ghu Work History

2024 - Present (0 year)

Polytech Fibers LLC

2023 - Present (1 year)

Virtues Of Aging Professionals Inc

2022 - Present (2 years)

Asian Cultural Empowerment Corp

2022 - Present (2 years)

Netlaw.Com

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

Wfgia

2016 - Present (8 years)

Joyce Ghu

2006 - Present (18 years)

Best Accounting Amp; Tax Solutions LLC

2023 - 2023 (< 1 year)

Polytech Fibers LLC

2022 - 2023 (1 year)

Korean American Society Of Certified Public Accountants Of Great

2020 - 2021 (1 year)

Pinnacle Glen Townhome Hoa Board

2016 - 2021 (5 years)

Mml Invetors Services LLC

2014 - 2017 (3 years)

Metlife Securities Inc

2014 - 2017 (3 years)

Metlife Securities Inc

2006 - 2014 (8 years)

Rinadon.Com Farshion Jewelry

Disclosures

Please visit the SEC profile of Joyce Ghu 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

Donald Coombs
Concord, CA
Brandon Moore
Denver, CO
Steven Smith
Portland, OR
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Jennifer Lewis
Cincinnati, OH
Sergio Xula
Villa Park, IL
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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