Lan Ge
Investment adviser representative at Transamerica Financial Advisors, LLC
18 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Lan Ge? 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
18 years in the industry.
- Amwins Connect Insurance Services LLCJan 2026 to now
- Claremont Insurance ServicesJan 2026 to now
- Dickerson Insurance ServicesJan 2026 to now
- Registered Tax Return PreparerJan 2026 to now
- Brokersnexus C/o Insubuy, LLC.Sep 2024 to now
- In-home Supportive Services Program ProgramAug 2022 to now
- Kyros Ai Corp.Aug 2021 to now
- Transamerica Financial Advisors, IncJan 2021 to now
- First Sierra Insurance Services ,LLCFeb 2019 to now
- Health Insurance AgentSep 2018 to now
- Hife College Planning ProgramMay 2013 to now
- World Financial Group, Inc.Feb 2013 to now
- World System Builders (wsb)Jan 2013 to now
- RetiredSep 2017 to Jun 2018
- Yellow River and Long River Chinese SchoolSep 2008 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7330225
- Firm CRD
- 16164