Weidong Li
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Weidong Li? 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
20 years in the industry.
- Lspn Pro, LLCMar 2022 to now
- Eclat Star Financial ServicesJul 2017 to now
- The Brokerage IncSep 2013 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Value Auto ConnexionMar 2006 to now
- WfgiaFeb 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 5145503
- Firm CRD
- 16164