Julie HongCRD Number: 4607586
Current Firm: Transamerica Financial Advisors, Inc.
Julie Hong (CRD# 4607586) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Sunnyvale, CA and has over 13 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Transamerica Financial Advisors, Inc.||Sunnyvale, CA||Jan 2012 - Current||5|
|World Financial Group||Sunnyvale, CA||Nov 2002 - Current||14|
|Adara Networks||San Jose, CA||Apr 2013 - Jan 2015||1|
|Reputation.com||Redwood City, CA||Jul 2011 - Feb 2013||1|
|World Group Securities||South Jordan, UT||Mar 2008 - Jan 2012||3|
|Investment Advisors International, Inc.||South Jordan, UT||Jul 2007 - Jan 2012||4|
|Supertalent||San Jose, CA||Aug 2010 - Jul 2011||< 1|
|Ma Labs||San Jose, CA||Aug 2010 - May 2011||< 1|
|Watch Guard Technologies, Inc.||Seattle, WA||Sep 2009 - Apr 2010||< 1|
|Librato||Santa Clara, CA||Sep 2008 - Sep 2009||1|
|Landesk Software||South Jordan, UT||Aug 2004 - Aug 2008||4|
|World Group Securities||South Jordan, UT||Jan 2003 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
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