Victor Kuo, financial advisor Fullerton CA

Victor Kuo

CRD Number: 2359452
Current Firm: Transamerica Financial Advisors, Inc.

Victor Kuo (CRD# 2359452) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Destiny Builders 8, LLC Rowland Hts, CA Oct 2015 - Current 8
Transamerica Financial Advisors, Inc. Diamond Bar, CA Jan 2012 - Current 12
World Financial Group Diamond Bar, CA Jun 2001 - Current 22
Destiny Builders 2, LLC Rowland Hts, CA May 2013 - Mar 2018 4
Rental Property At Rowlands Hts Rowland Hts, CA Sep 2011 - Sep 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Victor Kuo
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
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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