Lirong Shan, financial advisor Saratoga CA

Lirong Shan

CRD Number: 5245700
Current Firm: Transamerica Financial Advisors, Inc.

Lirong Shan (CRD# 5245700) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saratoga, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bay One Realty Burlingame, CA Nov 2019 - Current 3
General Mortgage Capital Corporation Cupertino, CA Aug 2019 - Current 3
Transamerica Financial Advisors, Inc. Saratoga, CA May 2016 - Current 6
World Financial Group, Inc. Saratoga, CA Mar 2014 - Current 8
Giant Realty Inc. Cupertino, CA Mar 2013 - Current 9
Westlaker Associates LLC San Jose, CA Apr 2012 - Dec 2017 5
World Properties Amp; Finance San Jose, CA Jan 2004 - Mar 2013 9
Choice Properties Cupertino, CA Nov 2001 - Mar 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Lirong Shan
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    50,030
    ACCOUNTS
  • Average Account Value
    $35,152
Compensation Options
  • A percentage of assets under your management
  • Commissions
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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