Ya Meng
Investment adviser representative at Transamerica Financial Advisors, LLC
21 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Ya Meng? 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
21 years in the industry.
- United Health CareAug 2020 to now
- Kaiser PermanenteJan 2019 to now
- Octisys LLCApr 2013 to now
- Heartland Institute of Financial EducationNov 2012 to now
- Group Benefit Services, Inc.Mar 2012 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- BenefitmallNov 2006 to now
- WfgiaApr 2005 to now
- Channel Clear LLCDec 2013 to Aug 2024
- Rental HouseSep 2011 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, NJ).
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
- 4950760
- Firm CRD
- 16164