Dai Cong Pham
Investment adviser representative at Transamerica Financial Advisors, LLC
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- International Children Assistance Network (ican)Sep 2021 to now
- San Francisco Human Services AgencyMar 2020 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- WfgiaJun 2001 to now
- Rental PropertyJul 1997 to now
- Alamo Elementary SchoolMay 2021 to Jan 2023
- Promus Group, IncDec 2014 to Jan 2023
- Center for International Training Cooperation (citc)Sep 2013 to Jan 2023
- University of Chiang MaiSep 2013 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2387470
- Firm CRD
- 16164