Weiping
Tang

Transamerica Financial Advisors, Inc

CRD#6706640
Investment Advisor
in Bellevue, WA

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About this Advisor

Weiping Tang is a financial advisor who works out of Bellevue, Washington. Tang is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, Tang has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Homemaker, Zodiac Cabin Amp; Cockpit Systems, Mitsubishi Aircraft Corporation - America, Boeing, Twp2019 and Options Builder LLC. Tang has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in 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 people on staff. It manages $2 billion in total assets among its 59,659 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Transamerica Financial Advisors, Inc performs 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. Financial management fees usually are based on which services the firm provides the client. Fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2330 130Th Ave Ne Building C Suite 103
Bellevue, WA 98005

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

WA Average: $1,855,561,029
Total Number of Employees

1,235

WA Average: 62
Total Number of Accounts

59,659

WA Average: 2,474
Average Account Size

$30,430

WA Average: $750,025

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

Weiping Tang Work History

Weiping has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Transamerica Financial Advisors, Inc

2019 - Present (5 years)

Twp2019

2019 - Present (5 years)

Options Builder LLC

2016 - Present (8 years)

World Financial Group, Inc

2018 - 2020 (2 years)

Boeing

2016 - 2022 (6 years)

Transamerica Financial Advisors, Inc

2016 - 2018 (2 years)

Mitsubishi Aircraft Corporation - America

2015 - 2016 (1 year)

Homemaker

2010 - 2015 (5 years)

Zodiac Cabin Amp; Cockpit Systems

*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 Weiping 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

Shih-Sheng Li
Milpitas, CA
William Carlson
Fort Myers, FL
Karen Ahn
Draper, UT
Tarl Reynoso
Orem, UT
Diego Conejo
Pasadena, CA
Julie Sun
Bellevue, WA
David Winn
Bridgeport, MI
Qi Dong
Plano, TX

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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