Lirong Shan (CRD# 5245700) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saratoga, CA and has over 7 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 |
---|---|---|---|
Bay One Realty | Burlingame, CA | Nov 2019 - Current | 4 |
General Mortgage Capital Corporation | Cupertino, CA | Aug 2019 - Current | 5 |
Transamerica Financial Advisors, Inc. | Saratoga, CA | May 2016 - Current | 8 |
World Financial Group, Inc. | Saratoga, CA | Mar 2014 - Current | 10 |
Giant Realty Inc. | Cupertino, CA | Mar 2013 - Current | 11 |
Westlaker Associates LLC | San Jose, CA | Apr 2012 - Dec 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2016 |
S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- CA
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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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