Jun
Tang
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jun Tang is a financial advisor who works in Bellevue, Washington, who has 1 year of relevant experience. Tang is an employee of Transamerica Financial Advisors, Inc. Tang has gained experience at Cerep, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Eurofins Panlabs Inc, Heartland Institute Of Financial Education, Seattle Association Of Jiang Zhe Hu Fellows, Seattle Shanghai Association, North American Education Service Center Of Seattle and East China Normal University Alumni Association In America - Sea. Tang holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Transamerica Financial Advisors, Inc is an advisory business based out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 people on staff. It administers $2 billion in assets under management across its 59,659 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Jun Tang Work History
Jun has been registered as a financial advisor for 1 years.*
East China Normal University Alumni Association In America - Sea
Heartland Institute Of Financial Education
Seattle Shanghai Association
Transamerica Financial Advisors, Inc
World Financial Group, Inc
North American Education Service Center Of Seattle
Seattle Association Of Jiang Zhe Hu Fellows
Eurofins Panlabs Inc
Cerep
*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 Jun Tang 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
Rancho Santa Margarita, CA
Milpitas, CA
Woodland Hills, CA
Braintree, MA
Irvine, CA
Colorado Springs, CO
San Antonio, TX
Pasadena, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
