Lina
Kuang-Chan
Transamerica Financial Advisors, Inc
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About this Advisor
Lina Kuang-Chan is a financial advisor based in Flushing, New York, working with Transamerica Financial Advisors, Inc. Lina has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Mmr Research Inc, Infotree Service Inc, Heartland Institute Of Financial Education, Elite Solutions Of Long Island LLC, International Medical Group (Img) Insurance, World System Builders (Wsb), and Chafeo Boston Common Inc. Lina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and New York. Currently, Lina is part of Transamerica Financial Advisors, Inc, which operates out of Flushing, New York. 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
Lina Kuang-Chan Work History
Chafeo Boston Common Inc
International Medical Group (Img) Insurance
Transamerica Financial Advisors, Inc
Heartland Institute Of Financial Education
Wfgia
World System Builders (Wsb)
Elite Solutions Of Long Island LLC
Mmr Research Inc
Infotree Service Inc
Disclosures
Please visit the SEC profile of Lina Kuang-Chan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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