Ying Yin

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

• 08/2014 → Present
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 10/2011 → Present
  Wfgia
  Bellevue, WA
• 01/2022 → Present
  Breakthrough Service Llc
  Maple Valley, WA
• 08/2022 → 09/2025
  Clearwater Health Insurance
  Eagle, ID
• 03/2023 → Present
  Fincoach Services Llc
  Bellevue, WA

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Breakthrough Service LLC / 0122-Present / Investment Related: No/ 28134 241st Ave SE Maple Valley, WA 98038 / Owner of this LLC / Tax Preparation / Hrs. Work Monthly: 5 / Sec Trading Hrs: 1 / I have enrolled agent certificate. This LLC is only for tax preparation and service purpose. FINCOACH SERVICES LLC POSITION: Representative. NATURE: Writing, Scientic INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2023 ADDRESS: 4550 153rd AVE SE, BELLEVUE WA 98006, United States DESCRIPTION: N.A.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-23
• S63 Uniform Securities Agent State Law Examination
  2014-11-22