Hui yao Stacy Lu
Investment adviser representative at Transamerica Financial Advisors, LLC
22 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
22 years in the industry.
- Rental PropertySep 2021 to now
- Gold House Realty and MortgageAug 2020 to now
- Lu and Wang CorpJan 2019 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- Everland Investment, LLCFeb 2005 to now
- Maricopa One Investment, LLCFeb 2005 to now
- World Financial GroupJun 2004 to now
- Sandhill ReiJul 2019 to Jun 2020
- Loan 4uApr 2017 to Apr 2020
- Realtyonegroup - World PropertiesApr 2017 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2017
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
- 4527870
- Firm CRD
- 16164