Xiao Lin
Investment adviser representative at Transamerica Financial Advisors, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
22 years in the industry.
- Certified Divorce Financial Analyst (cdfa)Jun 2026 to now
- Transamerica Financial Advisors, IncAug 2021 to now
- Zhong Shi & Associates, Inc.Jan 2011 to now
- Xiao Lin - Health Insurance SalesOct 2007 to now
- Gold Team LLCJul 2007 to now
- World Financial Group, Inc.Jul 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7425768
- Firm CRD
- 16164