Ying
Fang
Transamerica Financial Advisors, Inc
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About this Advisor
Ying Fang is a financial advisor based out of Columbus, Ohio with a total of 11 years of industry experience. Fang is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Wfg, Premiere Insurance Services, Cornerstone Broker Insurance Services Agency, Inc, Transamerica Financial Advisors, Inc and Oakview Estates Homeowners' Association. Fang holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Transamerica Financial Advisors, Inc is a company based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in assets under management across its 59,659 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 59,659 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a number 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 vary depending on which services the firm provides the client. Fee types 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
Ying Fang Work History
Ying has been registered as a financial advisor for 11 years.*
Oakview Estates Homeowners' Association
Transamerica Financial Advisors, Inc
Wfg
Premiere Insurance Services
Cornerstone Broker Insurance Services Agency, Inc
*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 Ying Fang 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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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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