Julie H Sun
Investment adviser representative at Transamerica Financial Advisors, LLC
41 yearsExperience
3 statesRegistered 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
41 years in the industry.
- Cjm Sunny Realty LLCJul 2020 to now
- Rental Property Owns By Ming-ting Sun and Julie H. SunJul 2020 to now
- Transamerica Financial Advisors, IncJan 2018 to now
- WealthwaveJan 2017 to now
- WfgiaDec 2014 to now
- Julie H. Sun, CpaJan 1985 to now
- Chinese American Citizens AllianceSep 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, TX, 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
- 6899215
- Firm CRD
- 16164