Cheng Heong Yeoh
Investment adviser representative at Transamerica Financial Advisors, LLC
24 yearsExperience
2 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
24 years in the industry.
- Dream Builder FinancialAug 2022 to now
- Principal DentalAug 2019 to now
- Silicon Valley Enterprise, Inc.Sep 2017 to now
- Guardian Dental InsuranceJul 2017 to now
- United HealthcareJul 2013 to now
- AetnaNov 2012 to now
- Creekwood Villas 11 Home Owners AssociationAug 2012 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Professional Group PlansOct 2006 to now
- World Financial GroupApr 2002 to now
- Toastmasters InternationalJan 2013 to Jul 2022
- Ben Yeoh Apartment RentalMay 2012 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2557754
- Firm CRD
- 16164