Vi Lieu (CRD# 2823747) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fountain Valley, CA and has over 27 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Huntington Beach, CA | Oct 2021 - Current | 2 |
| World Financial Group, Inc. | Huntington Beach, CA | Mar 2011 - Current | 13 |
| Transamerica Financial Advisors, Inc. | Huntington Beach, CA | Dec 2017 - Dec 2019 | 2 |
| Health Insurance | San Diego, CA | Apr 2013 - Dec 2015 | 2 |
| Dna Imprints Incorporated | San Diego, CA | Oct 2012 - Dec 2015 | 3 |
| Heartland Institute Of Financial Education | San Diego, CA | Jun 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- CA
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Total Assets Under Management1,619MILLIONS
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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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