Fengxi Luan
Investment adviser representative at Transamerica Financial Advisors, LLC
15 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
15 years in the industry.
- Transamerica Financial Advisors, LLCJun 2026 to now
- Scnic Boating LLCAug 2025 to now
- Rental PropertyMar 2023 to now
- 6620 LLCJul 2022 to now
- 6602 LLCFeb 2019 to now
- 355 Wilburton Office Condominium Assoc.Oct 2017 to now
- Scnic LLCJun 2017 to now
- Seattle Chinese Service Center LLCJun 2016 to now
- Seattle Chinese New Immigrants CenterSep 2013 to now
- WfgiaSep 2013 to now
- Safe Harbor Health Insurance ServicesAug 2013 to now
- World Financial Group, Inc.Jul 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5618573
- Firm CRD
- 16164