Ruxian Gong
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
2 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
10 years in the industry.
- Transamerica Financial Advisors, LLCSep 2025 to now
- Calibre Cpa GroupJun 2025 to now
- WfgiaMay 2025 to now
- Golden Ring ConsultancyDec 2022 to now
- Glass Jacobson Investment Advisors LLCJan 2024 to Nov 2024
- Wells Fargo Bank, NAJun 2023 to Oct 2023
- Wells Fargo Clearing Services, LLCJun 2023 to Oct 2023
- UnemployedDec 2022 to May 2023
- Bank of America, N.A.Jun 2020 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Nov 2022
- Edward JonesMay 2019 to Feb 2020
- UnemployedOct 2018 to Apr 2019
- Independent SectorJun 2017 to Sep 2018
- RaffaApr 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 7110524
- Firm CRD
- 16164