Liqiu Jiang (CRD# 6587969) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 8 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 |
|---|---|---|---|
| Corcept Therapeutics, Inc. | Menlo Park, CA | Jan 2023 - Current | 1 |
| Transamerica Financial Advisors, Inc. | Alviso, CA | Nov 2015 - Current | 8 |
| World Financial Group, Inc. | Alviso, CA | May 2014 - Current | 9 |
| Rigel Pharmaceuticals. Inc. | San Fracisco, CA | Jan 2022 - Jun 2023 | 1 |
| Gilead Sciences, Inc. | Foster City, CA | Jul 2020 - Dec 2021 | 1 |
| Anthem Blue Cross | San Carlos, CA | Mar 2017 - Aug 2021 | 4 |
| Anthem, Inc. | San Carlos, CA | Dec 2016 - Aug 2021 | 4 |
| Fibrogen | San Francisco, CA | Sep 2014 - Aug 2021 | 6 |
| Premier Research | Naperville, IL | Feb 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- CA
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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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