Yamei LiuCRD Number: 5918579
Current Firm: Transamerica Financial Advisors, Inc.
Yamei Liu (CRD# 5918579) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Sunnyvale, CA and has over 5 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, Inc.||Sunnyvale, CA||Apr 2011 - Current||5|
|Rental Property||Seattle, WA||Oct 2008 - Current||8|
|Investment Advisors International, Inc.||Sunnyvale, CA||Jul 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||Sunnyvale, CA||Apr 2011 - Jan 2012||< 1|
|None||Palo Alto, CA||Jan 2011 - Apr 2011||< 1|
|Paypal||San Jose, CA||Aug 2008 - Jan 2011||2|
|Washington Mutual||Seattle, WA||Aug 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
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