Zheng Qu, financial advisor Irvine CA

Zheng Qu

CRD Number: 5301314
Current Firm: Transamerica Financial Advisors, Inc.

Zheng Qu (CRD# 5301314) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Irvine, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Kyros.ai Palo Alto, CA Mar 2023 - Current 1
Rental Property Laguna Woods, CA Jan 2022 - Current 2
Evolve Space LLC Irvine, CA Jul 2020 - Current 3
Rental Property San Diego, CA May 2012 - Current 11
Transamerica Financial Advisors, Inc. Laguna Hills, CA Jan 2012 - Current 12
World Financial Group, Inc. Laguna Hills, CA Jan 2007 - Current 17
Jql Financial LLC Irvine, CA Apr 2017 - Dec 2021 4
Primary House Irvine, CA Feb 2020 - Feb 2021 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Zheng Qu
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • NJ
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, WY

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