Gordon Wang

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

• 08/2018 → 03/2020
  World Financial Group
  Irvine, CA
• 06/2016 → 08/2018
  Apollogen
  Irvine, CA
• 08/2018 → Present
  Health Insurance
  Irvine, CA
• 08/2018 → Present
  Unified Elite Group
  Irvine, CA
• 09/2020 → Present
  Transamerica Financial Advisors, Inc
  Irvine, CA
• 03/2020 → Present
  World Financial Group, Inc.
  Irvine, CA
• 05/2023 → Present
  Usa Gsd Aesthetics Corporation
  Irvine, CA
• 04/2026 → Present
  Yu Yan Lin
  Tustin, CA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). HEALTH INSURANCE/Investment Related - No/930 Roosevelt, Ste 128/Transacting health insurance On Exchange and Off Exchange through Covered California and individual Health Insurance companies. Health Insurance includes private, CoveredCA and medicare with (but not limited to) the following companies: Blue Shield of California, Kaiser Permanente, Oscar, Delta./Producer/08.2018/10/5/Explain and help clients apply for health insurance UNIFIED ELITE GROUP/Investment Related - No/930 Roosevelt, Ste 123, Irvine, CA 92620/Assisting Bing in her activities as needed/Assistant/08.2018/80/40/To help Bing with her daily scheduling, appointments, etc. USA GSD AESTHETICS CORPORATION POSITION: Sales Manager NATURE: Beauty Equipment Service Provider INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2023 ADDRESS: 2 Venture, Ste 360, Irvine CA 92618, United States DESCRIPTION: Represent the company effectively with comprehensive knowledge of offerings Answer general questions and direct individuals towards resources Work with company leadership on company plans for growth. YU YAN LIN POSITION: IHSS Provider NATURE: In-Home Supportive Services INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2026 ADDRESS: 275 E 6th St, Apt 304, Tustin CA 92780, United States DESCRIPTION: Accompaniment to AlternativeResources; Accompaniment to MedicalAppointments; Domestic (Housework); Other Shopping and Errands; Shopping for Food

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-31
• S63 Uniform Securities Agent State Law Examination
  2021-11-10