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Lei Sun

Transamerica Financial Advisors, Inc.

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About Lei Sun

Lei Sun is an investment advisor representative currently associated with Transamerica Financial Advisors, Inc. based in Piscataway, NJ. Lei Sun is also registered in the state of California. They have been in the industry since February 27, 2007. Lei Sun has a Series 63 license, a Series 6 license, and a SIE license. They are a representative for Transamerica Financial Advisors, Inc. since January 6, 2012 and has been associated with World Group Securities, Inc. from February 28, 2007 until January 6, 2012.

Firm Information

Lei Sun 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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Lei Sun’s Registration & Firm History

NJ

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (PISCATAWAY NJ)

NJ

02/28/2007 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PISCATAWAY NJ)

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Licenses & Designations

BC

Issued 05/27/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lei Sun.
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