Stephanus Hermanto (CRD# 6460413) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 8 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 |
|---|---|---|---|
| Lspn Pro, LLC | Lindon, UT | Sep 2021 - Current | 2 |
| Wfg Direct | San Carlos, CA | Aug 2021 - Current | 2 |
| Covered California Health Insurance Marketplace | San Jose, CA | Jan 2018 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Pleasanton, CA | Jun 2014 - Current | 9 |
| Wfgia | Pleasanton, CA | Apr 2013 - Current | 11 |
| International Business Machines | San Jose, CA | May 2001 - Jun 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- CA
- NJ
- TX
-
Total Assets Under Management1,619MILLIONS
-
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)
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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