Tingting Huang, financial advisor Alviso CA

Tingting Huang

CRD Number: 7597549
Current Firm: Transamerica Financial Advisors, Inc.

Tingting Huang (CRD# 7597549) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has 1 year of experience in the finance industry.

Similar Advisors
Theodore Lew, financial advisor Alviso CA
Theodore D. Lew
CRD# 3262592
Captrust
Similar Advisors
Daniel Leonard, financial advisor Alviso CA
Daniel W. Leonard
CRD# 2055289
Powering Your Retirement
Similar Advisors
Fred Abajelo, financial advisor Alviso CA
Fred D. Abajelo
CRD# 1351279
Lpl Financial LLC
Company Name Location Dates Years
Combined Insurance Company Of America Chicago, IL Dec 2023 - Current < 1
California Department Of Social Services -in Home Supportive Ser West Sacramento, CA Nov 2023 - Current < 1
Dakota Brothers Inc. Cupertino, CA Oct 2022 - Current 1
Tropicana Russell Inc. San Mateo, CA Oct 2022 - Current 1
Transamerica Financial Advisors, Inc. Alviso, CA Jul 2022 - Current 1
Tth Services Corporation San Jose, CA Feb 2015 - Current 9
Wfgia Alviso, CA Jan 2013 - Current 11
Vsr Accountancy Corporation Cupertino, CA Jan 2007 - Current 17
Sogo Foods Inc. San Jose, CA Jan 2020 - Nov 2021 1
Dakota Brothers Inc. Cupertino, CA Jun 2021 - Aug 2021 < 1
Golden Fremont Inc (company Is Dissolved 2020) Cupertino, CA Jan 2009 - Mar 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2022
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for Tingting Huang
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.