Yahong
Yi

Transamerica Financial Advisors, Inc

CRD#7821287
Investment Advisor
in Bellevue, WA

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About this Advisor

Yahong Yi is a financial advisor based in Bellevue, Washington, working with Transamerica Financial Advisors, Inc. Yahong has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Hanlin Moss Yi Ps, N 145H Ct Hoa, and Iacva. Yahong has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Yahong is part of Transamerica Financial Advisors, Inc, which operates out of Bellevue, Washington. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

355 118Th Ave Se Suite 100A
Bellevue, WA 98005

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

WA Average: 62
Total Number of Accounts

45,001

WA Average: 2,474
Average Account Size

$35,987

WA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Yahong Yi Work History

2023 - Present (1 year)

Transamerica Financial Advisors, Inc

2019 - Present (5 years)

World Financial Group, Inc

1998 - Present (26 years)

Hanlin Moss Yi Ps

2019 - 2023 (4 years)

N 145H Ct Hoa

2007 - 2018 (11 years)

Iacva

Disclosures

Please visit the SEC profile of Yahong Yi 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

Lawrence Okechukwu
Houston, TX
John Collins
Fishers, IN
Jeremiah Schalk
Cincinnati, OH
Jennifer Lewis
Cincinnati, OH
Jason Nunez
Dallas, TX
Sergio Xula
Villa Park, IL
Yancey Mbolda
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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