Robin
Li
Transamerica Financial Advisors, Inc
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About this Advisor
Robin Li is a financial advisor based in Short Hills, New Jersey, working with Transamerica Financial Advisors, Inc. Robin has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, and Indeed, Inc. Robin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Robin is part of Transamerica Financial Advisors, Inc, which operates out of Short Hills, New Jersey. 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
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
Robin Li Work History
Indeed, Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Transamerica Financial Advisors, Inc
Student
Disclosures
Please visit the SEC profile of Robin Li 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
Alviso, CA
Houston, TX
South Jordan, UT
South Jordan, UT
Port Jefferson Station, NY
Great Neck, NY
San Antonio, TX
Ontario, CA
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