Tu Bui (CRD# 2897393) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 26 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pleasant Hill Adventist Academy | Pleasant Hill, CA | Jul 2022 - Current | 1 |
Volleyball Coach | Vallejo, CA | Jul 2022 - Current | 1 |
West Contra Unified School District - Substitute | Richmond, CA | Nov 2021 - Current | 2 |
My Insurance Solutions LLC | Santa Rosa, CA | Apr 2021 - Current | 3 |
West Contra Costa Unified School District | Richmond, CA | Apr 2019 - Current | 5 |
Esudo | San Jose, CA | May 2012 - Current | 12 |
Tu Bui -seminar/event Coordinator | Vallejo, CA | Apr 2012 - Current | 12 |
Transamerica Financial Advisors, Inc. | Pleasanton, CA | Jan 2012 - Current | 12 |
Wfg | Pleasanton, CA | May 2002 - Current | 22 |
Hercules Dynamite Volleyball Club | Hercules, CA | Nov 2019 - Jul 2022 | 2 |
Church Board Member Vallejo Central Seventh Day Adventist Church | Vallejo, CA | Jul 2018 - Jul 2022 | 4 |
Finance Committee Member Vallejo Central Seventh Day Adventist C | Vallejo, CA | Jul 2018 - Jul 2022 | 4 |
Vallejo Central Seventh-day Adventist Church | Vallejo, CA | Jul 2018 - Jul 2022 | 4 |
Contra Costa Christian Schools | Walnut Creek, CA | Jan 2019 - Oct 2021 | 2 |
Pathways Charter School | Rohnert Park, CA | Sep 2013 - Sep 2016 | 3 |
Vallejo Central Seventh Day Adventist Church | Vallejo, CA | Jan 2009 - Sep 2016 | 7 |
Bui World Ministries | San Bernardino, CA | Jan 2009 - Sep 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1997 |
S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- 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)
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