Li Dong (CRD# 6877880) 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 |
|---|---|---|---|
| Ld California Holdings LLC | Pleasanton, CA | Jan 2024 - Current | < 1 |
| Neekee Inc. | Mountain View, CA | May 2023 - Current | 1 |
| Lead International Inc. | San Ramon, CA | Feb 2023 - Current | 1 |
| Kyros Ai Corp | New Castle, DE | Dec 2022 - Current | 1 |
| Ld Hawaii Holding LLC | Honolulu, HI | Sep 2021 - Current | 2 |
| Transamerica Financial Advisors, Inc. | Alviso, CA | Nov 2017 - Current | 6 |
| Wfgia | Alviso, CA | Jun 2017 - Current | 6 |
| Beyond Certified Public Accountant Llp. | Pleasanton, CA | May 2016 - Current | 8 |
| Rental Property | Honolulu, HI | Aug 2018 - Sep 2022 | 4 |
| Tri-valley Total Solution, LLC | Pleasanton, CA | May 2015 - Oct 2020 | 5 |
| Refocus Investment Club, LLC | Pleasanton, CA | Dec 2015 - Nov 2017 | 1 |
| Ma, Xia Amp; Si Certified Public Accoutants, LLP | Pleasanton, CA | Sep 2014 - May 2016 | 1 |
| Cpa, Self Empolyed | Pleasanton, CA | Dec 2014 - Apr 2016 | 1 |
| Gap Inc. | San Francisco, CA | Aug 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2017 |
- CA
- NJ
- 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)
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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