Yan Zhang, financial advisor Columbia MD

Yan Zhang

CRD Number: 4790299
Current Firm: Transamerica Financial Advisors, Inc.

Yan Zhang (CRD# 4790299) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia, MD and has over 2 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Columbia, MD Nov 2018 - Current 2
Ymmd Tax And Wealth Planning, LLC Falls Church, VA Nov 2018 - Current 2
World Financial Group, Inc. Columbia, MD Mar 2018 - Current 3
Grant Thornton, LLP Arlington, VA Jun 2015 - Nov 2018 3
Bdo Usa, LLP Mclean, VA Mar 2005 - Jun 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
Contact Info for Yan Zhang
Phone Number: 727-299-1800
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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
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

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