Hua Zhang

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

• 05/2008 → Present
  World Financial Group
  Houston, TX
• 08/2009 → Present
  Copeland Group
  Longview, TX
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Houston, TX
• 08/2015 → 12/2016
  Learning Skool House
  Pearland, TX

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Copeland Insurance Group /0809-Present /Investment-related: Yes /2180 N Loop W #115 Houston, TX 77018/ Agent / Health Insurance / Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / providing Medicare Solution (Part C, Part D &Supplemental plans) and individual/group health insurance plans with Copeland Insurance Group as an agent since August 2009. Community Health Choice/ 1119-Present / Investment Related: No / 2636 south Loop West, suite 125 Houston, TX 77054 / Hrs Work Monthly: 20 / Sec Trading Hrs: 0 / During open enrollment help individual to enroll health insurance Ambetter/1119-Present / Investment Related: No / 200 E Randolph St. Suite 5020 Chicago, IL 60601 / Agent / Individual health insurance sales/ Hrs Work Monthly: 20 / Sec Trading Hrs: 0 /During open enrollment (11/1-12/15), Help individual to enroll health insurance plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-06
• S63 Uniform Securities Agent State Law Examination
  2009-01-20