Wei-ping SunCRD Number: 5584117
Current Firm: Transamerica Financial Advisors, Inc.
Wei-ping Sun (CRD# 5584117) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mountain View, CA and has over 9 years of experience in the finance industry.
Three Bell Capital LLC
Prosperity Financial Group, Inc.
Skyoak Wealth Management, Inc.
|Gateway LLC||San Jose, CA||Aug 2012 - Current||5|
|Matrix Insurance Agency||Santa Clara, CA||Mar 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||Mountain View, CA||Jan 2012 - Current||6|
|Chuwa America Corp||Fremont, CA||May 2010 - Current||7|
|World Financial Group||Sunnyvale, CA||Jan 2008 - Current||10|
|Investment Advisors International, Inc.||Sunnyvale, CA||Jul 2010 - Jan 2012||1|
|World Group Securities,inc.||Sunnyvale, CA||Aug 2008 - Jan 2012||3|
|Action Tech Electronics||Sunnyvale, CA||Aug 2010 - May 2011||< 1|
|3par Inc.||Fremont, CA||Dec 2009 - Apr 2010||< 1|
|Cisco Systems||San Jose, CA||Mar 1997 - Dec 2009||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
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
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