Wai Yip
Cheung
Transamerica Financial Advisors, Inc
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About this Advisor
Wai Yip Cheung is a financial advisor based in Bellevue, Washington with 6 years of industry experience. Cheung currently works for Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Synnex Distributions China Limited, Habitat Landscaping LLC, Safe Harbor Health Insurance Services, Inc, Applied General Agency, Connexion Insurance Solutions, Habitat Life LLC, Habitat Management LLC, Tp Insurance Group Inc and Habitat Services LLC. Cheung has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Transamerica Financial Advisors, Inc is a financial advisory business headquartered in 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 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged 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
Wai Yip Cheung Work History
Wai Yip has been registered as a financial advisor for 6 years.*
Tp Insurance Group Inc
Habitat Services LLC
Applied General Agency
Connexion Insurance Solutions
Habitat Management LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Habitat Life LLC
Safe Harbor Health Insurance Services, Inc
Habitat Landscaping LLC
Synnex Distributions China Limited
*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 Wai Yip Cheung 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
Bellevue, WA
San Antonio, TX
Milpitas, CA
San Jose, CA
Pasadena, CA
Fort Myers, FL
San Antonio, TX
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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