Cheng Yeoh (CRD# 2557754) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 29 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dream Builder Financial | Pleasanton, CA | Aug 2022 - Current | 1 |
Principal Dental | Walnut Creek, CA | Aug 2019 - Current | 4 |
Silicon Valley Enterprise, Inc. | Santa Clara, CA | Sep 2017 - Current | 6 |
Guardian Dental Insurance | Spokane, WA | Jul 2017 - Current | 6 |
United Healthcare | Rocky Hill, CT | Jul 2013 - Current | 10 |
Aetna | Hartford, CT | Nov 2012 - Current | 11 |
Creekwood Villas 11 Home Owners Association | Morgan Hill, CA | Aug 2012 - Current | 11 |
Ben Yeoh Apartment Rental | Jamaica, NY | May 2012 - Current | 12 |
Transamerica Financial Advisors, Inc. | Santa Clara, CA | Jan 2012 - Current | 12 |
Professional Group Plans | New York, NY | Oct 2006 - Current | 17 |
World Financial Group | Santa Clara, CA | Apr 2002 - Current | 22 |
Toastmasters International | San Jose, CA | Jan 2013 - Jul 2022 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1995 |
S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- CA
- TX
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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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