Pingping Medley
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Pingping Medley? 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
12 years in the industry.
- Education EncompassedMay 2022 to now
- NarssaNov 2021 to now
- Medley Fbc, Inc.Jan 2018 to now
- Transamerica Financial Advisors, IncFeb 2015 to now
- Covered CaOct 2014 to now
- Heartland Institute of Financial EducationAug 2014 to now
- WfgiaApr 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6478843
- Firm CRD
- 16164