Julie
Sun
Transamerica Financial Advisors, Inc
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About this Advisor
Julie Sun is a financial advisor who works out of Bellevue, Washington with 5 years of relevant experience. Sun works at Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Alpha Python Technologies, Chinese American Citizens Alliance, Rental Property Owns By Ming-Ting Sun And Julie H. Sun, Wealthwave and Cjm Sunny Realty LLC. Sun has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey, Texas and Washington. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It controls $2 billion in assets under management across its 59,659 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to 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. Financial management fees largely depend on which service is 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
Julie Sun Work History
Julie has been registered as a financial advisor for 5 years.*
Rental Property Owns By Ming-Ting Sun And Julie H. Sun
Cjm Sunny Realty LLC
Transamerica Financial Advisors, Inc
Wealthwave
World Financial Group, Inc
Alpha Python Technologies
Chinese American Citizens Alliance
*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 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
Colorado Springs, CO
Milpitas, CA
Rancho Santa Margarita, CA
Draper, UT
Pasadena, CA
Woodland Hills, CA
San Antonio, TX
Braintree, MA
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