Gaoling Fu (CRD# 4586998) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 21 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 |
---|---|---|---|
Balancepoint Financial Services, Inc. | San Jose, CA | Mar 2014 - Current | 10 |
Wang Insurance | San Francisco, CA | Jun 2012 - Current | 11 |
Transamerica Financial Advisors, Inc. | San Jose, CA | Jan 2012 - Current | 12 |
Abc Insurance Services, Inc. | San Mateo, CA | Jul 2010 - Current | 13 |
Kaiser Permanente | San Francisco, CA | May 2008 - Current | 15 |
Health Net | Woodland Hills, CA | May 2004 - Current | 19 |
Blue Shield Of California | San Jose, CA | Dec 2003 - Current | 20 |
Anthem Blue Cross Of California | Oxnard, CA | Sep 2003 - Current | 20 |
Wfg | San Jose, CA | Aug 2002 - Current | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2002 |
S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- CA
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.