Chen Kin Cheah (CRD# 6928952) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Cucamonga, CA and has over 5 years of experience in the finance industry.
CRD# 1527744
Transamerica Financial Advisors, Inc.
CRD# 1014208
Wells Fargo Advisors
CRD# 4566630
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chen Kin Cheah, Independent Agent | Santa Ana, CA | Oct 2021 - Current | 2 |
| Platinum M.g. Holdings, LLC | Cucamonga, CA | Apr 2021 - Current | 3 |
| Wfgia | Rancho Cucamonga, CA | Sep 2020 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Rancho Cucamonga, CA | Mar 2018 - Current | 6 |
| Chen Kin Cheah | Santa Ana, CA | Nov 2017 - Current | 6 |
| World System Builders (wsb) | Alviso, CA | Dec 2016 - Current | 7 |
| Mile Square Golf Cpurse | Fountain Valley, CA | Mar 2023 - Dec 2023 | < 1 |
| World Financial Group, Inc. | Rancho Cucamonga, CA | Dec 2016 - Sep 2020 | 3 |
| Self-employed | Santa Ana, CA | Jan 2016 - Nov 2016 | < 1 |
| Kuala Lumpur Kepong Berhad, Malaysia | Ipoh, | Sep 2004 - Dec 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
| S63 | Uniform Securities State Law Examination | Jun 2018 |
- CA
-
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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