Wei-ping Sun, financial advisor Mountain View CA
93 score

Wei-ping Sun

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gateway LLC San Jose, CA Aug 2012 - Current 4
Matrix Insurance Agency Santa Clara, CA Mar 2012 - Current 4
Transamerica Financial Advisors, Inc. Mountain View, CA Jan 2012 - Current 4
Chuwa America Corp Fremont, CA May 2010 - Current 6
World Financial Group Sunnyvale, CA Jan 2008 - Current 8
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
Contact Info for Wei-ping S. Sun
Phone Number: 727-299-1800
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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