Lina Kuang-Chan (CRD# 6749221) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Flushing, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Chafeo Boston Common Inc. | Boston, MA | Aug 2023 - Current | < 1 |
International Medical Group (img) Insurance | Santa Clara, CA | Apr 2018 - Current | 6 |
Transamerica Financial Advisors, Inc. | Flushing, NY | Jan 2017 - Current | 7 |
Heartland Institute Of Financial Education | Greenwood Village, CO | Aug 2016 - Current | 7 |
World Financial Group, Inc. | Flushing, NY | Sep 2015 - Current | 8 |
World System Builders (wsb) | Flushing, NY | Sep 2015 - Current | 8 |
Elite Solutions Of Long Island LLC | Great Neck, NY | Feb 2017 - Mar 2023 | 6 |
Mmr Research Inc. | Pleasantville, NY | Jan 2015 - Feb 2016 | 1 |
Infotree Service Inc. | Plymouth, MI | Mar 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2017 |
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- MA
- NY
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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)
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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