Wei
Zhang
Transamerica Financial Advisors, Inc
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About this Advisor
Wei Zhang is a financial advisor who works out of Villa Park, Illinois, with a total of 10 years of industry experience. Zhang is on the advisory team at Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Nike Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Heartland Institute Of Financial Education and Net Law Inc. Zhang has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois and New Jersey. Transamerica Financial Advisors, Inc is a registered investment firm headquartered in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in assets under management among its 59,659 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which services the firm provides the client. Fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Wei Zhang Work History
Wei has been registered as a financial advisor for 10 years.*
Net Law Inc
Heartland Institute Of Financial Education
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Nike Inc
*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 Wei Zhang 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
San Jose, CA
Fort Myers, FL
Plano, TX
Colorado Springs, CO
San Antonio, TX
Braintree, MA
Bridgeport, MI
Irvine, 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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