Lina
Kuang-Chan
Transamerica Financial Advisors, Inc
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About this Advisor
Lina Kuang-Chan is a financial advisor based out of Flushing, New York with a total of 5 years of relevant experience. Kuang-Chan is an advisor for Transamerica Financial Advisors, Inc. Kuang-Chan has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Mmr Research Inc, Infotree Service Inc, Collabera, Heartland Institute Of Financial Education, Elite Solutions Of Long Island LLC, International Medical Group (Img) Insurance and World System Builders (Wsb). Kuang-Chan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts and New York. Transamerica Financial Advisors, Inc is a registered investment firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It oversees $2 billion in total assets between its 59,659 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc offers a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which services are provided. However, fee types 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
Lina Kuang-Chan Work History
Lina has been registered as a financial advisor for 5 years.*
International Medical Group (Img) Insurance
Transamerica Financial Advisors, Inc
Elite Solutions Of Long Island LLC
Heartland Institute Of Financial Education
World Financial Group, Inc
World System Builders (Wsb)
Mmr Research Inc
Infotree Service Inc
Collabera
*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 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.
Financial Advisors at Transamerica Financial Advisors, Inc
Draper, UT
San Antonio, TX
Rancho Santa Margarita, CA
Plano, TX
San Antonio, TX
Orem, UT
Woodland Hills, CA
Plano, TX
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