Eric Khang Doan

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

• 08/2021 → Present
  Transamerica Financial Advisors, Inc
  Dallas, TX
• 08/2018 → Present
  Wfgia
  Dallas, TX
• 09/2016 → 08/2018
  Gravitational Marketing
  Orlando, FL
• 09/2018 → 09/2020
  Vineyard Wine Company
  Lake Mary, FL
• 01/2020 → Present
  Living Secure Insurance Advisor, Inc
  Miami, FL
• 08/2019 → Present
  Humana
  Louisville, KY
• 10/2020 → 12/2021
  Insurance Nation
  Miami, FL
• 04/2022 → Present
  Lspn Pro, Llc
  Lindon, UT
• 12/2022 → 02/2023
  Allied Marketing Insurance
  Orlando, FL
• 09/2018 → Present
  World System Builders (Wsb)
  Alviso, CA
• 03/2023 → Present
  Doan Insurance Group, Llc
  Orlando, FL
• 07/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 08/2024 → Present
  Legacyshield Solutions, Inc.
  Woburn, MA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WSB is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. 09/2018PRESENTWorld System Builders (WSB)AlvisoCaliforniaUnited StatesYesNA LSPN Pro, LLC/no/ 100 N State Street STE B Lindon, UT 84042/Independent Contractor / 4/01/2022 Estate Planning service 5/1/ Client communications marketing and referring potential Clients / approved with restrictions LIVING SECURE INSURANCE ADVISOR, INC/Investment Related - No/7757 W FLAGLER ST SUITE 210 MIAMI, FL 33144 (305)602-0436/Obamacare health insurance enrollment services/Independent agent/01.2020/5/0/Independent agent that helps enroll clients in Obamacare health insurance plans during open enrollment. HUMANA/Investment Related - No/Humana Inc./ 500 West Main Street Louisville, Kentucky 40202/Dental and Vision insurance/Independent agent/08.2019/5/0/Enroll clients in individual vision/dental insurance plans. ALLIED MARKETING INSURANCE POSITION: Independent agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2022 ADDRESS: 6925 Lake Ellenor Dr, Suite 450, Orlando FL 32809, United States DESCRIPTION: Expected activities include helping clients enroll in individual/family health insurance plans. DOAN INSURANCE GROUP, LLC POSITION: Manager NATURE: Insurance (life, health, vision, dental) & Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 03/06/2023 ADDRESS: 3108 Lee Shore Loop, Orlando FL 32820, United States DESCRIPTION: Prospect, contact, and sell clients with insurance products (life, health, vision and dental insurance) - Kimberly Doan will plans to solicit Medicare business later this year but I will not) INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/03/2024 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. LEGACYSHIELD SOLUTIONS, INC. POSITION: None NATURE: Estate Plans (trust and wills) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/12/2024 ADDRESS: 1 Linscott Rd, Woburn MA 01810, United States DESCRIPTION: Communicate with client, educate on basic importance of estate plan and refer/coordinate appointment with LegacyShield attorney.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-15
• S65 Uniform Investment Adviser Law Examination
  2021-12-17