Yucheng Huang

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Transamerica Financial Advisors, Inc
  Alviso, CA
• 11/2011 → Present
  World Financial Group, Inc.
  Alviso, CA
• 09/2018 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 05/2020 → Present
  Health Insurance
  Alviso, CA
• 05/2021 → Present
  Legacy Shield
  Ponte Vedra, FL
• 02/2022 → Present
  Tri-Merit
  Schaumburg, IL
• 08/2021 → Present
  Kyros Ai Corp
  Palo Alto, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. KYROS AI CORP / 0821-Present / Investment Related: No / 622 Loma Verde Avenue, Palo Alto, CA 94306 / Sales Partner / College Preparation / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / If some families have high school students, who need a high tech GPS system and guide I may introduce Kyros to them Tri-Merit / 0222-Present / Investment Related: No / 1051 Perimeter Drive, Suite 370, Schaumburg, IL 60173 / Independent Sales / Special Tax Professionals / Hrs. Work Monthly: 3 / Sec Trading Hrs: 0 / Help some business owners for their special tax credits issues. Health Insurance / 0520-Present / Investment Related: No / 2077 Gold Street, Ste 261 Alviso, CA 95002/ Agent / Insurance Sales / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Help client get affordable health insurance Legacy Shield / 0521-Present / Investment Related: No / 100 Executive 105 Ponte Vedra, FL 32082/ Agent / will and trusts/ Hrs Work Monthly: 1 / Sec Trading Hrs: 0 / Only when client needed a simple Will/Living trust referral Heartland Institute of Financial Education / 0918-present / INVESTMENT RELATED: NO / 8301 E. Prentice Ave, Suite 312 Greenwood Village, Co 80111 / College Consultant / College Consultant / hrs work monthly: 2 / Sec trading hrs: 0 / Promotion of HIFE college coaching program

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-09-27

Designations

• Certified Financial Planner