Dan WangCRD Number: 3089039
Current Firm: Transamerica Financial Advisors, Inc.
Dan Wang (CRD# 3089039) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Santa Clara, CA and has over 18 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Ming-chuan Alumni Association||San Jose, CA||Jul 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||Santa Clara, CA||Jan 2012 - Current||5|
|Matrix Insurance Agency||Santa Clara, CA||Jan 2007 - Current||10|
|World Financial Group||Santa Clara, CA||Jun 2001 - Current||16|
|Transamerica Financial Advisors, Inc.||Santa Clara, CA||Jan 2012 - Jan 2012||< 1|
|Investment Advisors International, Inc.||Santa Clara, CA||Feb 2010 - Jan 2012||1|
|World Group Securities, Inc.||Santa Clara, CA||Apr 2002 - Jan 2012||9|
|Blue Shield||Lodi, CA||Jul 2005 - Jul 2011||6|
|Kaiser Permanente||Pasadena, CA||Jun 2005 - Jul 2011||6|
|Blue Cross||Oxnard, CA||Oct 2004 - Jul 2011||6|
|Word And Brown||Tampa, FL||Sep 2005 - May 2009||3|
|Multinational Under Writers Inc.||Indianpolis, IN||Mar 2005 - May 2009||4|
|Hth Travel Insurance .com||Radnor, PA||Dec 2004 - May 2009||4|
|Benefit Mall||Concord, CA||Dec 2003 - May 2009||5|
|Miramar Group||Plantine, IL||Apr 2001 - May 2009||8|
|Innergy Lending||Riverside, CA||Mar 2008 - Jul 2008||< 1|
|Premier Direct Lending||Cerritos, CA||Jun 2007 - Aug 2007||< 1|
|Citinet Mortgage||San Gabriel, CA||Oct 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2010|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.