Ya
Meng
Transamerica Financial Advisors, Inc
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About this Advisor
Ya Meng is a financial advisor based in Columbia, Maryland, working with Transamerica Financial Advisors, Inc. Ya has previously held positions at Benefitmall, World Financial Group, Transamerica Financial Advisors, Inc, Group Benefit Services, Inc, Heartland Institute Of Financial Education, Channel Clear LLC, Rental House, Octisys LLC, Kaiser Permanente, and United Health Care. Ya has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Maryland, and New Jersey. Currently, Ya is part of Transamerica Financial Advisors, Inc, which operates out of Columbia, Maryland. 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
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ya Meng Work History
United Health Care
Kaiser Permanente
Channel Clear LLC
Octisys LLC
Transamerica Financial Advisors, Inc
Group Benefit Services, Inc
Heartland Institute Of Financial Education
Benefitmall
World Financial Group
Rental House
Disclosures
Please visit the SEC profile of Ya Meng 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
New York, NY
Houston, TX
Villa Park, IL
Cedar Rapids, IA
Port Jefferson Station, NY
Dayton, OH
Falls Church, VA
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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