Jeng Ling
Jeng Ling is a CFP-designated registered investment advisor at Transamerica Financial Advisors, LLC, based in Houston, TX, with 18 years of industry experience. Jeng 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
10700 Richmond Avenue, Suite 107, Houston, TX, 77042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeng sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also a loan officer for Top One Mortgage LLC, dedicating nearly full-time hours to loan origination, and a contractor for Benefit Mall, providing a gateway for health insurance. Additionally, Jeng is an agent for United HealthCare Insurance Company, providing Medicare Advantage, Medicare Supplement, and health insurance.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Previous Registrations
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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