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Yu-huang Lee

Transamerica Financial Advisors, Inc.

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About Yu-huang Lee

Yu-huang Lee is a financial advisor with Transamerica Financial Advisors, Inc. Yu-huang Lee has been in the financial services industry for over 11 years and is licensed to provide investment advice in Maryland, New Jersey, North Carolina, Texas, and Virginia. Yu-huang Lee is also a Chartered Financial Analyst and holds the Series 63, SIE and Series 6TO licenses. Yu-huang Lee has experience in financial planning and portfolio management for individuals. Yu-huang Lee's firm manages more than $1 billion in assets.

Firm Information

Yu-huang Lee 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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Yu-huang Lee’s Registration & Firm History

MD

03/24/2022 - Present

Transamerica Financial Advisors, Inc. (GAITHERSBURG MD)

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Licenses & Designations

BC

Issued 04/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yu-huang Lee.
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