Wente Kao, financial advisor El Monte CA
93 score

Wente Kao

CRD Number: 5486534
Current Firm: Transamerica Financial Advisors, Inc.

Wente Kao (CRD# 5486534) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in El Monte, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. El Monte, CA Jan 2012 - Current 4
World Financial Group El Monte, CA Apr 2007 - Current 9
Serenity W.k. Properities Investments Los Angeles, CA Mar 2003 - Current 13
Investment Advisors International, Inc. El Monte, CA Jan 2009 - Jan 2012 3
World Group Securities, Inc. El Monte, CA Feb 2008 - Jan 2012 3
Samsung Semiconductor, Inc. Irvine, CA May 2006 - Feb 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Wente Kao
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • NJ
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
93
Clean Record
This advisor has a clean track record with regulators.

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