Lu Bo
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Safe Harbor Health Insurance Inc.Aug 2025 to now
- Transamerica Financial Advisors, IncMar 2022 to now
- World Financial GroupMar 2020 to now
- We Speak MedicareMar 2020 to Jul 2025
- American Income LifeDec 2019 to Feb 2020
- Bowie Trading LLCSep 2017 to Oct 2021
- HomemakerJun 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7521989
- Firm CRD
- 16164