Abel Wen Hwa Kan

Transamerica Financial Advisors, LLC

25 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Transamerica Financial Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

1031 advisors

Number of Clients

42,440 clients

Average Client Portfolio

$41K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$10

Financial Planning:Investment management only

Minimum Annual Fee:$35

Location

4500 E Pacific Coast Hwy, Suite 270, Long Beach, CA, 90804

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Abel sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc.

Employment History

Current Registrations

Transamerica Financial Advisors, LLCBroker

January 2012 - Present · 14 yrs 1 mo

Transamerica Financial Advisors, LLC

January 2012 - Present · 14 yrs 1 mo

Previous Registrations

Investment Advisors International, INC.

July 2008 - January 2012 · 3 yrs 6 mos

World Group Securities, INC.Broker

April 2002 - January 2012 · 9 yrs 9 mos

Wma Securities, INC.Broker

August 2000 - April 2002 · 1 yr 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.