Ying
Long
Transamerica Financial Advisors, Inc
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About this Advisor
Ying Long is a financial advisor based out of Houston, Texas with a total of 5 years of industry experience. Long is an advisor for Transamerica Financial Advisors, Inc. Long has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Ensco Inc, Sweet Home Properties LLC, Lone Star Realty, Champions Real Estate Group, Silvercrest LLC, Tnk Holding LLC and Rsm Us Llp. Long has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Transamerica Financial Advisors, Inc is an advisory company operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It manages $2 billion in assets between its 59,659 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm 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 depend on the type of financial services provided. However, fees billed 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 Long Work History
Ying has been registered as a financial advisor for 5 years.*
Rsm Us Llp
Transamerica Financial Advisors, Inc
Silvercrest LLC
World Financial Group, Inc
Champions Real Estate Group
Sweet Home Properties LLC
Tnk Holding LLC
Lone Star Realty
Ensco 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 Long 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
Draper, UT
Falls Church, VA
Bellevue, WA
Fort Myers, FL
Englewood, CO
Rancho Cucamonga, CA
San Jose, CA
Pasadena, CA
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