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Rong Fu

Transamerica Financial Advisors, Inc.

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About Rong Fu

Rong Fu is an investment advisor at Transamerica Financial Advisors, Inc. Rong is registered with the state of California and New York and holds the Series 6, Series 63 and SIE licenses. Rong has been in the industry since 2010 and has previously worked with SCF Securities, Inc. and World Group Securities, Inc.

Firm Information

Rong 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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Rong Fu’s Registration & Firm History

CA

11/27/2013 - Present

Transamerica Financial Advisors, Inc. (MOUNTAIN VIEW CA)

CA

11/18/2010 - 03/22/2013

SCF SECURITIES, INC. (SUNNYVALE CA)

CA

02/03/2010 - 11/17/2010

WORLD GROUP SECURITIES, INC. (ALVISO CA)

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Licenses & Designations

BC

Issued 10/05/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rong Fu. Review regulatory record here.
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