Sonny
Hoang
Transamerica Financial Advisors, Inc
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About this Advisor
Sonny Hoang is a financial advisor based out of Flushing, New York with 1 year of industry experience. Hoang works at Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Charles Rutenberg The Smart Broker, Talent Partners, Entertainment Partners / Gep Centcast LLC, Point Nyc Real Estate, The Brand Experience, Nbc Universal Talent Partners, Samuel Realty LLC, Jis Interpreting, Sonny Hoang, Vipkids, Level Group and Senior Services Of North America. Hoang maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New York. Transamerica Financial Advisors, Inc is a business based in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It administers $2 billion in total assets between its 59,659 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice usually depend on which services are offered. Fees 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
Sonny Hoang Work History
Sonny has been registered as a financial advisor for 1 years.*
Senior Services Of North America
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Entertainment Partners / Gep Centcast LLC
Level Group
Sonny Hoang
Vipkids
Sonny Hoang
Samuel Realty LLC
Jis Interpreting
Point Nyc Real Estate
The Brand Experience
Nbc Universal Talent Partners
Charles Rutenberg The Smart Broker
Talent Partners
*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 Sonny Hoang 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
Orem, UT
San Antonio, TX
Bridgeport, MI
Plano, TX
Braintree, MA
Fort Myers, FL
Woodland Hills, CA
San Antonio, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
