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
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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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