Yucheng Huang (CRD# 6640698) 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. Yucheng Huang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 1351279
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tri-merit | Schaumburg, IL | Feb 2022 - Current | 2 |
| Kyros Ai Corp | Palo Alto, CA | Aug 2021 - Current | 2 |
| Legacy Shield | Ponte Vedra, FL | May 2021 - Current | 3 |
| Health Insurance | Alviso, CA | May 2020 - Current | 4 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | Sep 2018 - Current | 5 |
| Transamerica Financial Advisors, Inc. | Alviso, CA | Apr 2016 - Current | 8 |
| World Financial Group, Inc. | Alviso, CA | Nov 2011 - Current | 12 |
| Bmc Software Inc. | San Jose, CA | Oct 2005 - Dec 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
- CA
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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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