Lirong Shan
Investment adviser representative at Transamerica Financial Advisors, LLC
28 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
28 years in the industry.
- Transamerica Financial Advisors, LLCNov 2025 to now
- Rental PropertyJan 2024 to now
- Sze Chuan Garden Lc Inc.Jan 2024 to now
- WfgiaJan 1998 to now
- Bay One RealtyNov 2019 to May 2023
- General Mortgage Capital CorporationAug 2019 to Dec 2024
- Transamerica Financial Advisors, IncMay 2016 to Dec 2024
- Giant Realty IncMar 2013 to Aug 2019
- Westlaker Associates LLCApr 2012 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
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
- 5245700
- Firm CRD
- 16164