Zhaoxia Tan
Investment adviser representative at Transamerica Financial Advisors, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
Are you Zhaoxia Tan? 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.
- NetlawJul 2021 to now
- Function AcademyJul 2020 to now
- Zhaoxia TanJun 2018 to now
- Zeiders EnterprisesNov 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Sunny Hills High SchoolFeb 2007 to now
- WfgApr 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
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
- 4999325
- Firm CRD
- 16164