Yuchen Tang
Yuchen Tang is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Modesto, CA, with 20 years of industry experience. Yuchen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
1314 G Street, Modesto, CA, 95354
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Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Yuchen sells insurance products, either part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. He helps customers sign up for Obamacare, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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