Tianning
Li

Transamerica Financial Advisors, Inc

CRD#5333927
Investment Advisor
in Flushing, NY

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About this Advisor

Tianning Li is a financial advisor based in Flushing, New York, working with Transamerica Financial Advisors, Inc. Tianning has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Tower Research Capital, Uber Technologies, Img Global, Heartland Institute Of Financial Education, and World System Builders (Wsb). Tianning has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Tianning 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

30-50 Whitestone Expwy Suite 105-D
Flushing, NY 11354

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

NY Average: $1,855,561,029
Total Number of Employees

1,127

NY Average: 62
Total Number of Accounts

45,001

NY Average: 2,474
Average Account Size

$35,987

NY Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tianning Li Work History

2022 - Present (2 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

Uber Technologies

2018 - Present (6 years)

Img Global

2015 - Present (9 years)

World System Builders (Wsb)

2014 - Present (10 years)

Heartland Institute Of Financial Education

2012 - Present (12 years)

World Financial Group, Inc

2013 - 2022 (9 years)

Tower Research Capital

Disclosures

Please visit the SEC profile of Tianning 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

Timothy Francis
Cincinnati, OH
Susan Hattan
Thousand Oaks, CA
Steven Warshawsky
Englewood, CO
Robin Corley
Falls Church, VA
Steven Smith
Portland, OR
Jonathan Fonash
Cedar Rapids, IA
Kevin Brunkow
Englewood, CO
Sergio Xula
Villa Park, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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