Tao
Zhang

Transamerica Financial Advisors, Inc

CRD#6469873
Investment Advisor
in Morrisville, NC

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About this Advisor

Tao Zhang is a financial advisor who works in Morrisville, North Carolina with a total of 6 years of relevant experience. Zhang currently works for Transamerica Financial Advisors, Inc. Throughout their career, Zhang has worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Datalenty Inc, Emergys Corp, Hcc Medical Insurance Service and International Medical Group. Zhang holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Transamerica Financial Advisors, Inc is a company that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in total assets among its 59,659 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

630 Davis Drive Suite 128
Morrisville, NC 27560

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

NC Average: 62
Total Number of Accounts

59,659

NC Average: 2,474
Average Account Size

$30,430

NC Average: $750,025

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

Tao Zhang Work History

Tao has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Hcc Medical Insurance Service

2017 - Present (7 years)

International Medical Group

2015 - Present (9 years)

Transamerica Financial Advisors, Inc

2014 - Present (10 years)

World Financial Group, Inc

2014 - Present (10 years)

Datalenty Inc

2003 - 2014 (11 years)

Emergys Corp

*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 Tao Zhang 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

Cyler Sanderson
Draper, UT
Angel Vidal
Port Jefferson Station, NY
James Shoblo
Colorado Springs, CO
Tarl Reynoso
Orem, UT
Diego Conejo
Pasadena, CA
Raul Reyes
Woodland Hills, CA
Chad Tacia
San Antonio, TX
Karen Ahn
Draper, UT

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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