Wai yip Cheung
Investment adviser representative at Transamerica Financial Advisors, LLC
4 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
4 years in the industry.
- Tp Insurance Group IncNov 2017 to now
- Habitat Services LLCFeb 2017 to now
- Connexion Insurance SolutionsJun 2016 to now
- Applied General AgencyApr 2016 to now
- Habitat Management LLCMar 2016 to now
- Transamerica Financial Advisors, IncDec 2015 to now
- World Financial Group, Inc.May 2015 to now
- Habitat Life LLCFeb 2017 to Sep 2019
- Safe Harbor Health Insurance Services, IncJun 2016 to Feb 2017
- Habitat Landscaping LLCSep 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
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
- 6590909
- Firm CRD
- 16164