Jessie
Duong
Transamerica Financial Advisors, Inc
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About this Advisor
Jessie Duong is a financial advisor working out of Las Vegas, Nevada with a total of 6 years of industry experience. Duong is an employee of Transamerica Financial Advisors, Inc. The advisor has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Family Trust Insurance, Am China Trading, Grand China Material Wholesaler, Student, Jessie Doanh Duong, Humana, Sierra Health Services Inc, Prominence Health First, Aetna Life Insurance Company, Anthem Inc, Delta Dental, Silversummit Healthplan Inc, United Health Care, H & R Block Inc and Insurance About Outside Carriers Â?" Health. Duong holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Nevada. Transamerica Financial Advisors, Inc is a company operating out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in assets under management across its 59,659 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. The business 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged 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
Jessie Duong Work History
Jessie has been registered as a financial advisor for 6 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Insurance About Outside Carriers Â?" Health
Silversummit Healthplan Inc
H & R Block Inc
Jessie Doanh Duong
Humana
Sierra Health Services Inc
Prominence Health First
Aetna Life Insurance Company
Anthem Inc
Delta Dental
United Health Care
Family Trust Insurance
Grand China Material Wholesaler
Am China Trading
Student
*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 Jessie Duong 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 Antonio, TX
Draper, UT
Braintree, MA
Fort Myers, FL
Pasadena, CA
Cincinnati, OH
San Antonio, TX
Bellevue, WA
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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