Shenghao Song (CRD# 6590379) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Morrisville, NC and has over 7 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fluent Language Solutions | Charlotte, NC | May 2018 - Current | 6 |
Melody Song, Cpa | Chapel Hill, NC | Jan 2017 - Current | 7 |
Transamerica Financial Advisors, Inc. | Morrisville, NC | Dec 2015 - Current | 8 |
Siton Realty | Cary, NC | Jul 2015 - Current | 8 |
World Financial Group, Inc. | Morrisville, NC | Jan 2014 - Current | 10 |
Romeo Wiggins & Company, LLP | Raleigh, NC | Nov 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2016 |
S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- NC
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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