John Sung Woo
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
6 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- World System Builders (wsb)Jan 2023 to now
- Worldwide Legacy Builder (wlb)Jul 2022 to now
- National Association of Registered Social Security AnalystsOct 2021 to now
- Wlb Group, Inc.Mar 2017 to now
- Heartland Institute of Financial Education College Planning ProgOct 2012 to now
- Heartland Institute of Financial EducationJun 2012 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Alpha MortgageAug 2005 to now
- Blue Cross Health InsuranceOct 2002 to now
- WfgJun 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 6 states (CA, DC, NC, NJ, PR, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2324482
- Firm CRD
- 16164