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 operating out of Dallas, Texas with a total of 11 years of relevant experience. Luong is on the advisory team at Transamerica Financial Advisors, Inc. Luong has gained experience at Affiliated Computer Services Inc, World Financial Group, Transamerica Financial Advisors, Inc and Steve Luong Cpa. Luong maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Transamerica Financial Advisors, Inc is a firm 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 has $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 provides services to 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc provides a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

12225 Greenville Avenue Suite 121
Dallas, TX 75243

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

TX Average: 62
Total Number of Accounts

59,659

TX Average: 2,474
Average Account Size

$30,430

TX 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

Steve Luong Work History

Steve has been registered as a financial advisor for 11 years.*

2020 - Present (4 years)

Steve Luong Cpa

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

World Financial Group

1993 - 2015 (22 years)

Affiliated Computer Services 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 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

Tarl Reynoso
Orem, UT
Derrick Choi
Braintree, MA
Qi Dong
Plano, TX
Karen Ahn
Draper, UT
Amanda Ryba
San Jose, CA
Raul Reyes
Woodland Hills, CA
Chad Tacia
San Antonio, TX
Michael Burns
Braintree, MA

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.

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