Transamerica Financial Advisors
41yrs
Top advisor by experience in Alviso
6yrs
Lan Ge
Financial advisor at Transamerica Financial Advisors
Lan Ge has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Alviso, California. Lan joined Transamerica Financial Advisors in 2022, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 29 advisors with offices in Alviso, and one of 27 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2077 Gold Street, Alviso, CA 95002
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowTransamerica Financial Advisors, LLCCurrent firm
Contact Lan
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Lan. 2077 Gold StreetAlviso, CA 95002Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Lan
Tailored to Lan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lan
How do I contact Lan?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Lan Ge. Lan works from the Alviso, CA office.
How long has Lan been a financial advisor?
Lan has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Lan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lan a fiduciary?
Lan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lan paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Lan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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