Steve
Luong

Transamerica Financial Advisors, Inc

CRD#2693596
Investment Advisor
in Dallas, TX

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About this Advisor

Steve Luong is a financial advisor based in Dallas, Texas, working with Transamerica Financial Advisors, Inc. Steve has previously held positions at Affiliated Computer Services Inc, World Financial Group, Transamerica Financial Advisors, Inc, and Steve Luong Cpa. Steve has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Steve is part of Transamerica Financial Advisors, Inc, which operates out of Dallas, Texas. 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, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

12225 Greenville Avenue Suite 121
Dallas, TX 75243

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

TX Average: 62
Total Number of Accounts

45,001

TX Average: 2,474
Average Account Size

$35,987

TX Average: $750,025

Investment Advisory Services

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

Steve Luong Work History

2020 - Present (5 years)

Steve Luong Cpa

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2001 - Present (24 years)

World Financial Group

1993 - 2015 (22 years)

Affiliated Computer Services Inc

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Disclosures

Please visit the SEC profile of Steve Luong 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

Steven Smith
Portland, OR
Derek Thompson
New York, NY
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Junwei Liu
West Covina, CA
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

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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