Grace SunCRD Number: 6143290
Current Firm: Transamerica Financial Advisors, Inc.
Grace Sun (CRD# 6143290) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mountain View, CA and has over 4 years of experience in the finance industry.
Three Bell Capital LLC
Prosperity Financial Group, Inc.
Skyoak Wealth Management, Inc.
|Debtmerica||Santa Ana, CA||Sep 2014 - Current||3|
|Western Athletic Club||San Francisco, CA||Jan 2014 - Current||4|
|Transamerica Financial Advisors, Inc.||Mountain View, CA||Nov 2012 - Current||5|
|World Financial Group, Inc.||Mountain View, CA||Nov 2012 - Current||5|
|Cupertino Union School Dist.||Cupertino, CA||May 2008 - Current||9|
|Unemployed||Cupertino, CA||Nov 2001 - Jun 2008||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
|S63||Uniform Securities State Law Examination||Mar 2013|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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