Andrew Kom (CRD# 6180862) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 11 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Kyros.ai | Palo Alto, CA | Jun 2022 - Current | 1 |
Ruan Legacy | Burlingame, CA | Aug 2016 - Current | 7 |
Transamerica Financial Advisors, Inc. | Burlingame, CA | Apr 2013 - Current | 11 |
Heartland Insitute Of Financial Education | Aurora, CO | Sep 2012 - Current | 11 |
World Financial Group, Inc. | Burlingame, CA | Mar 2012 - Current | 12 |
At Choice Property Management LLC | San Francisco, CA | Sep 2016 - Dec 2021 | 5 |
Ecopea Inc. | San Francisco, CA | Oct 2013 - Oct 2021 | 8 |
Sharedworld Learning Center | Cupertino, CA | Oct 2018 - Jan 2021 | 2 |
Think Tank Learning | Millbrae, CA | Sep 2016 - Sep 2018 | 2 |
Covered Ca | Burlingame, CA | Nov 2013 - Sep 2018 | 4 |
Blue Shield Of California | San Francisco, CA | Dec 2012 - Sep 2018 | 5 |
Healthnet | Rancho Cordova, CA | Aug 2012 - Sep 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2013 |
S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- CA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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