Jeng Yang Ling, financial advisor Houston TX
96 score

Jeng Yang Ling

CRD Number: 5428403
Current Firm: Transamerica Financial Advisors, Inc.

Jeng Yang Ling (CRD# 5428403) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 9 years of experience in the finance industry. Jeng Yang Ling 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.

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Professional Designations
Company Name Location Dates Years
Top One Mortgage LLC Houston, TX Jun 2014 - Current 2
United Healthcare Minneapolis, MN Aug 2012 - Current 4
Transamerica Financial Advisors, Inc. Houston, TX Jan 2012 - Current 4
Benefit Mall Houston, TX Oct 2007 - Current 9
World Financial Group Houston, TX Jul 2007 - Current 9
Sutherland Mortgage Services, Inc., Houston, TX Nov 2013 - Jun 2014 < 1
Genesis Home Loan Houston, TX Mar 2007 - Nov 2013 6
World Group Securities, Inc. Houston, TX Sep 2007 - Jan 2012 4
Transcending Biotech., Inc. Houston, TX Apr 2001 - Apr 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
Contact Info for Jeng Yang Ling
Phone Number: 727-299-1800
Registered State(s):
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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