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Tingting Huang

Investment adviser representative at Transamerica Financial Advisors, LLC
19 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

19 years in the industry.

  1. Yvonne Mei CorporationMar 2025 to now
  2. Kaiser Foundation Health Plan, IncSep 2024 to now
  3. Combined Insurance Company of AmericaDec 2023 to now
  4. California Department of Social Services -in Home Supportive SerNov 2023 to now
  5. Dakota Brothers IncOct 2022 to now
  6. Transamerica Financial Advisors, IncJul 2022 to now
  7. World System Builders (wsb)Jan 2017 to now
  8. Tth Services CorporationFeb 2015 to now
  9. WfgiaJan 2013 to now
  10. Vsr Accountancy CorporationJan 2007 to now
  11. Tropicana Russell IncOct 2022 to Feb 2026
  12. Dakota Brothers IncJun 2021 to Aug 2021
  13. Sogo Foods IncJan 2020 to Nov 2021
  14. Golden Fremont Inc (company Is Dissolved 2020)Jan 2009 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

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
7597549
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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