Lam Giang, financial advisor Brea CA
89 score

Lam Giang

CRD Number: 6282550
Current Firm: Transamerica Financial Advisors, Inc.

Lam Giang (CRD# 6282550) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brea, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Dle Alliance Inc. Orance, CA Feb 2016 - Current < 1
Transamerica Financial Advisors, Inc. Brea, CA Dec 2013 - Current 3
World Financial Group, Inc. Brea, CA Dec 2012 - Current 4
Neutrogena Los Angeles, CA Jun 2011 - Apr 2013 1
Quest Diagnostics San Juan Capistrano, CA Oct 2008 - Jun 2011 2
Unemployed Cypress, CA Aug 2007 - Oct 2008 1
Advanced Vision Care Moreno Valley, CA Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Lam T. Giang
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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