Sinwai
Lee
Transamerica Financial Advisors, LLC
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About this Advisor
Sinwai Lee is a financial advisor based in Greenbelt, Maryland, working with Transamerica Financial Advisors, LLC. Sinwai has previously held positions at Cigna-Healthspring, Transamerica Financial Advisors, Inc, International Medical Group, United Health One, Kaiser Permanente, Care First, Aligned Benefits Group Inc, Jeunesse Global Limited Liability Company, Better Tomorrow And More Corporation, 218 North Frederick LLC, Lifesmart Senior Services, and Wfgia. Sinwai has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Sinwai is part of Transamerica Financial Advisors, LLC, which operates out of Greenbelt, Maryland. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.
Certifications and Registrations
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Fee Structure
Office Location
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Transamerica Financial Advisors, LLC Brokerage Details
$1,730,669,809
1,054
42,440
$40,779
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sinwai Lee Work History
Transamerica Financial Advisors, Inc
Wfgia
Better Tomorrow And More Corporation
218 North Frederick LLC
Lifesmart Senior Services
Aligned Benefits Group Inc
Jeunesse Global Limited Liability Company
Transamerica Financial Advisors, Inc
International Medical Group
United Health One
Kaiser Permanente
Care First
Cigna-Healthspring
Disclosures
Please visit the SEC profile of Sinwai Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, LLC
San Carlos, CA
Plano, TX
Irvine, CA
Bellevue, WA
Flushing, NY
Plano, TX
Fresno, CA
Cedar Rapids, IA
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