Yun Ma
Investment adviser representative at Transamerica Financial Advisors, LLC
13 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
13 years in the industry.
- Kyros Ai CorpMay 2023 to now
- Employee Benefits Corporation of AmericaSep 2021 to now
- Agent Pipeline, IncAug 2021 to now
- Transamerica Financial Advisors, LLCJun 2021 to now
- HealthsherpaOct 2020 to now
- Key Health Solutions,inc.Oct 2020 to now
- Gs National InsuranceSep 2020 to now
- Insubuy, IncJun 2020 to now
- National General Ins. CompanyMar 2020 to now
- Ihc Specialty Benefits, Inc.Jan 2020 to now
- Insurance Marketing CenterAug 2019 to now
- WfgiaNov 2017 to now
- This Is the Rental House of Our FamilyApr 2013 to now
- Anthem, Inc.Oct 2019 to Oct 2022
- UnemployedAug 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
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
- 7395633
- Firm CRD
- 16164