David Wu (CRD# 6900891) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 6 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 1351279
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jar Insurance | Cerritos, CA | Apr 2022 - Current | 2 |
| Lspn Pro, LLC | Lindon, UT | Mar 2022 - Current | 2 |
| Link(legacy Shield) | Ponte Vedra, FL | Apr 2021 - Current | 3 |
| Francisco Middle School | San Francisco, CA | Feb 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Alviso, CA | Jan 2018 - Current | 6 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | May 2015 - Current | 9 |
| Wfgia | Alviso, CA | Aug 2013 - Current | 10 |
| Tiny Seeds Family Daycare | San Francisco, CA | Sep 2020 - Mar 2021 | < 1 |
| Varsity Tutors | St. Louis, MO | Nov 2017 - Mar 2021 | 3 |
| Toastmasters International Sf Branch | San Francisco, CA | Jul 2018 - Jul 2020 | 2 |
| Uber | San Francisco, CA | Aug 2017 - Dec 2017 | < 1 |
| Wyzant Tutoring | Chicago, IL | Aug 2017 - Oct 2017 | < 1 |
| Bowdoin College | Brunswick, ME | Sep 2013 - May 2017 | 3 |
| Student | Brunswick, ME | Aug 2013 - May 2017 | 3 |
| Pinkberry Union Square San Francisco | San Francisco, CA | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
| S63 | Uniform Securities State Law Examination | Jan 2018 |
- CA
- TX
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Total Assets Under Management1,619MILLIONS
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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)
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