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Lina Kuang-chan

Transamerica Financial Advisors, Inc.

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About Lina Kuang-chan

Lina Kuang-chan is a registered investment advisor representative with Transamerica Financial Advisors, Inc., a firm with over $1 billion in assets under management. Lina has been in the industry since 2017 and has been working with Transamerica Financial Advisors, Inc. since that time. She is licensed to provide advisory services in New York and Massachusetts. Lina offers financial planning and portfolio management services to individuals and businesses. Lina also holds the Series 6, Series 63, Series 65, and Series 26 licenses.

Firm Information

Lina Kuang-chan 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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Lina Kuang-chan’s Registration & Firm History

NY

05/16/2021 - Present

Transamerica Financial Advisors, Inc. (FLUSHING NY)

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Licenses & Designations

IA

Issued 07/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lina Kuang-chan.
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