Yingyu Luan Counsell
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Yingyu Luan Counsell? Claim your profile
Contact this firm
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.
- Rental Property (1)Oct 2022 to now
- 6620 LLCJul 2022 to now
- The Lodge LLCApr 2019 to now
- 6666 LLCFeb 2019 to now
- 6802 LLCFeb 2019 to now
- Scnic LLCJun 2017 to now
- Rental PropertyNov 2014 to now
- Blue Gem LLCAug 2014 to now
- Safe Harbor Health Insurance Services, IncSep 2012 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgiaJun 2001 to now
- Seattle New Chinese Immigrants CenterMay 2015 to Mar 2017
- Heartland Institute of Financial EducationNov 2014 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (NC, WA).
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
- 4349578
- Firm CRD
- 16164