Baoqing Li
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
4 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.
- Delta Dental WiSep 2026 to now
- MedicaSep 2026 to now
- Tier One-aflac-aetnaApr 2026 to now
- InaMar 2026 to now
- Bluecross Blueshield IlNov 2021 to now
- Wall Street To Main Street Financial Education Inc.Apr 2018 to now
- Caresource Management ServicesMar 2015 to now
- Common Ground HealthcareMar 2015 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- United Health CareNov 2007 to now
- World Financial Group, Inc.Jun 2001 to now
- Golden Rule Health InsuranceJul 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 4 states (IL, NJ, TX, WI).
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
- 4493609
- Firm CRD
- 16164