Evelyn Meiman Chou Liu

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

• 09/2010 → Present
  World Financial Group
  Fremont, CA
• 06/2010 → Present
  Rental Property
  Danville, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Fremont, CA
• 07/2015 → Present
  Athenian Realty
  Fremont, CA
• 05/2018 → Present
  Matrix Insurance Agency
  Fremont, CA
• 06/2010 → Present
  Rental Property
  Pleasanton, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ATHENIAN REALTY; NO; 38416 MISSION BLVD, FREMONT, CA 94536; REAL ESTATE SALES Rental Property | 06/2010 | Danville, CA | yes - investment related | owner | collect rent from tenants. MATRIX INSURANCE AGENCY/ 05/2018-PRESENT / INVESTMENT RELATED: NO /42840 CHRISTY ST. SUITE 107 FREMONT, CA 94538 / HEALTH INSURANCE AGENCY / SUB-AGENT/ 1 HRS. MONTHLY/ HR. DURING SEC TRADING: 0/ REFERS THIS CASE TO THIS OBA RENTAL PROPERTY Rental Property: POSITION: OWNER NATURE: Rental Property Owner INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 |ADDRESS: 874 Abbie St., Pleasanton CA 94566, United States DESCRIPTION: Find tenants when it's needed. Collect monthly rent. Respond to property repair request when it's needed. Maintain property regularly or when it's needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-14
• S63 Uniform Securities Agent State Law Examination
  2011-01-07