Lihua Zhu
Investment adviser representative at Transamerica Financial Advisors, LLC
14 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Lihua Zhu? 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
14 years in the industry.
- Prime Planners IncSep 2024 to now
- Hr-blockFeb 2024 to now
- Irs Enrolled AgentJan 2023 to now
- Transamerica Financial Advisors, IncMay 2015 to now
- WfgiaJun 2014 to now
- Frank Liu & Lihua ZhuAug 2012 to now
- Xilin Northwest Chinese SchoolAug 2016 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6488110
- Firm CRD
- 16164