Meng Eeo (CRD# 2716905) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 27 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dream Builder Financial Service Website | Pleasanton, CA | May 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Pleasanton, CA | Jan 2012 - Current | 12 |
| Investment Property - 2nd Home | Pleasanton, CA | Mar 2010 - Current | 14 |
| World Financial Group | Pleasanton, CA | Jun 2001 - Current | 22 |
| Penney Enterprise Inc. | Pleasanton, CA | Jan 2001 - Current | 23 |
| Taste Of Sing-ma Inc. | Pleasanton, CA | Nov 2013 - Jul 2017 | 3 |
| Joy Luck Financial Group LLC | Pleasanton, CA | Oct 2002 - Oct 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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