Dali Fu
Investment adviser representative at Transamerica Financial Advisors, LLC
13 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
13 years in the industry.
- Luckshare Insurance Agency LLCFeb 2026 to now
- Lucky AgencyDec 2024 to now
- First Connect InsuranceNov 2024 to now
- G. Zaibaq Insurance Agency Inc.Nov 2024 to now
- Smart Choice AgentsNov 2024 to now
- Registered Social Security Analysts (rssa)Sep 2021 to now
- Kyros Ai CorpJul 2021 to now
- Transamerica Financial Advisors, IncMar 2020 to now
- WfgiaApr 2019 to now
- G. Zaibaq Insurance Agent IncMar 2013 to now
- Lspn Pro, LLCAug 2021 to Jan 2023
- Aaxy LLCSep 2018 to Apr 2019
- Dhs Math Amp; Science Booster ClubJun 2017 to May 2020
- Sunbridge Learning LLCJan 2017 to Dec 2019
- Filacube LLCMay 2016 to Dec 2019
- Huasheng AcademyJan 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, NC, 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
- 7235922
- Firm CRD
- 16164