Yu-huang Lee
Investment adviser representative at Transamerica Financial Advisors, LLC
15 yearsExperience
5 statesRegistered in
CFADesignation
$2.1BFirm assets
Are you Yu-huang Lee? 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
15 years in the industry.
- Transamerica Financial Advisors, IncDec 2020 to now
- Vw Credit IncJun 2017 to now
- World Financial Group, Inc.Apr 2017 to now
- Capitalone BankSep 2011 to Apr 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 5 states (MD, NC, NJ, TX, 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
- 7322233
- Firm CRD
- 16164