Julie
Sun
Transamerica Financial Advisors, Inc
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About this Advisor
Julie Sun is a financial advisor based in Bellevue, Washington, working with Transamerica Financial Advisors, Inc. Julie has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Alpha Python Technologies, Chinese American Citizens Alliance, Rental Property Owns By Ming-Ting Sun And Julie H. Sun, Wealthwave, and Cjm Sunny Realty LLC. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, Texas, and Washington. Currently, Julie is part of Transamerica Financial Advisors, Inc, which operates out of Bellevue, Washington. 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
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Julie Sun Work History
Rental Property Owns By Ming-Ting Sun And Julie H. Sun
Cjm Sunny Realty LLC
Transamerica Financial Advisors, Inc
Wealthwave
Wfgia
Alpha Python Technologies
Chinese American Citizens Alliance
Disclosures
Please visit the SEC profile of Julie Sun 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
Cincinnati, OH
Englewood, CO
Dayton, OH
Port Jefferson Station, NY
Cedar Rapids, IA
Ontario, CA
Falls Church, VA
Englewood, CO
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