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 whose office is in Bellevue, Washington. Currently an investment advisor with Transamerica Financial Advisors, Inc, Tang has 10 years of work experience. Tang has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Tang is registered to act as a financial advisor in Washington. Throughout their career, Tang has worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Homemaker, Zodiac Cabin Amp; Cockpit Systems, Mitsubishi Aircraft Corporation - America, Boeing and Twp2019. Transamerica Financial Advisors, Inc is based out of Bellevue, Washington, and has 320 locations in the country. As a registered investment advisory firm, Transamerica Financial Advisors, Inc oversees $1 billion in assets covering 54,800 client accounts and employs more than 1,266 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 840 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Transamerica Financial Advisors, Inc provides portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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, Commissions

Disclosures

No

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

$1,297,641,409

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

1,266

WA Average: 62
Total Number of Accounts

54,800

WA Average: 2,474
Average Account Size

$23,680

WA Average: $750,025

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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 10 years of experience.

2019 - Present (2 years)

Twp2019

2018 - Present (3 years)

Boeing

2016 - Present (5 years)

Transamerica Financial Advisors, Inc

2016 - Present (5 years)

World Financial Group, Inc

2016 - 2018 (2 years)

Mitsubishi Aircraft Corporation - America

2015 - 2016 (1 year)

Homemaker

2010 - 2015 (5 years)

Zodiac Cabin Amp; Cockpit Systems

Disclosures

Weiping Tang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Roger Cortes
Alviso, CA
Teresa Harris
Houston, TX
Danny Cortez
Honolulu, HI
Christopher Risko
Cranford, NJ
Chad Tacia
San Antonio, TX
Reginald Chandler
Duluth, GA
Dustin Million
Lexington, KY
Priyanka Singhal
Sugar Land, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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