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Derick Hohin Wong

Transamerica Financial Advisors, Inc.

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About Derick Hohin Wong

Derick Wong has been working in the financial industry for over 10 years. Derick is currently registered with Transamerica Financial Advisors, Inc. Derick has a Series 7 and Series 66 license and is registered in California. Derick has experience working with high-net-worth individuals, corporations and pension and profit-sharing plans. Derick has a strong track record of providing clients with customized financial planning and investment management services. Derick is committed to providing clients with the highest level of service and is dedicated to helping them reach their financial goals. Derick also provides accounting and tax services through BYEMCC Accountancy Corporation.

Firm Information

Derick Wong is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derick Wong’s Registration & Firm History

CA

09/05/2019 - Present

Transamerica Financial Advisors, Inc. (BURLINGAME CA)

CA

08/07/2017 - 05/17/2019

TRANSAMERICA FINANCIAL ADVISORS, INC (BURLINGAME CA)

CA

05/02/2014 - 08/04/2017

PARSONEX SECURITIES, INC. (STOCKTON CA)

CA

09/23/2011 - 06/10/2013

FINANCIAL WEST GROUP (BELMONT CA)

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Licenses & Designations

BOTH

Issued 01/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derick Hohin Wong.
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