Pingping Medley (CRD# 6478843) 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 |
---|---|---|---|
Education Encompassed | Redwood City, CA | May 2022 - Current | 2 |
Narssa | Redwood City, CA | Nov 2021 - Current | 2 |
Medley Fbc, Inc. | Redwood City, CA | Jan 2018 - Current | 6 |
Transamerica Financial Advisors, Inc. | Alviso, CA | Feb 2015 - Current | 9 |
Covered Ca | Sacramento, CA | Oct 2014 - Current | 9 |
Heartland Institute Of Financial Education | Greenwood Village, CO | Aug 2014 - Current | 9 |
Adobe Systems | San Jose, CA | Jul 2012 - Jan 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2015 |
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- CA
- NJ
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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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