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Gaoling Fu

Transamerica Financial Advisors, Inc.

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About Gaoling Fu

Gaoling Fu is a financial advisor registered with Transamerica Financial Advisors, Inc. Gaoling is a registered representative with the firm since January 2012 and has been in the securities industry since November 2002. Gaoling holds multiple securities licenses including Series 6, Series 63, Series 26, and Series 65. In addition to providing investment advice, Gaoling also works with Balancepoint Financial Services, Inc. to provide health and property & casualty insurance products.

Firm Information

Gaoling Fu 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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Gaoling Fu’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (San Jose CA)

CA

11/27/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SUNNYVALE CA)

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Licenses & Designations

IA

Issued 08/27/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gaoling Fu.
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