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Tao Zhang

Ex. Business Owner, specialized in comprehensive planning with cutting age Robot Advisory service

Transamerica Financial Advisors, Inc.

Morrisville

NC

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
International Medical Group 2 years, 5 months Nov 2017 - Present
Hcc Medical Insurance Service 2 years, 9 months Jul 2017 - Present
Transamerica Financial Advisors, Inc 5 years, 1 month Mar 2015 - Present
World Financial Group, Inc. 5 years, 5 months Nov 2014 - Present
Datalenty Inc. 5 years, 11 months May 2014 - Present
Emergys Corp 11 years, 1 month Mar 2003 - Apr 2014

Designations & Memberships

  • Certified Financial Educator
    Designation
    Certified Financial Educator
    CFE designees are knowledgeable in providing financial literacy education. Resourceful for human resource professionals.

Articles and Answers

Insights by Tao Zhang

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Answers

Ask a financial questionAsk a question
I'm trying to find out if i still have my 401k plan and what is balance?
start with the company HR department and then contact with investment company holds your asset, typically using your personal information, they will be able to either help you locate the account and balance info, or help gain access to your account through phone or internet service. ...  (more)
Answered Oct 2017
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 26, 2017
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 3, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Transamerica Financial Advisors, Inc.

    Last updated on March 30, 2020
      • $1.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 55K
        Accounts
      • $23.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Commissions