Julie Hong (CRD# 4607586) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 20 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 |
|---|---|---|---|
| Loqate Inc. | Redwood City, CA | Apr 2019 - Current | 5 |
| Transamerica Financial Advisors, Inc. | San Jose, CA | Jan 2012 - Current | 12 |
| Julie Hong | Salt Lake City, UT | Dec 2005 - Current | 18 |
| World Financial Group | San Jose, CA | Nov 2002 - Current | 21 |
| Julie Hong | San Mateo, CA | Oct 2018 - Apr 2019 | < 1 |
| Vantage Date Centers | Santa Clara, CA | Apr 2015 - Nov 2017 | 2 |
| Adara Networks | San Jose, CA | Apr 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- CA
- UT
-
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
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