Chun-hao Chen
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.
- Transamerica Financial Advisors, LLCApr 2026 to now
- Nova Choice LLCJan 2026 to now
- Truestone Realty, Inc.Dec 2025 to now
- World Financial Group Insurance AgencyDec 2024 to now
- Prime Choice Service LLCNov 2024 to now
- Associated Materials, LLCSep 2024 to now
- StudentJan 2024 to now
- UnemployedAug 2023 to Jan 2024
- StudentMay 2022 to Aug 2023
- Imlc Corp LimitedMar 2019 to Apr 2022
- Jfj Productions Corp LimitedAug 2017 to Sep 2021
- UnemployedAug 2017 to Aug 2017
- Pricewaterhousecoopers TaiwanSep 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8251322
- Firm CRD
- 16164