Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Transamerica Financial Advisors
Location
Princeton, NJ 08540
Credentials
Series 63, Series 65
Industry experience
18 years
Sharon Deng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at multiple firms, including Martin Financial Group and Wfgia, and is currently active in health insurance and annuity sales through affiliated companies such as Penn Mutual, Pacific Life, AIM Financial Group, and Crump. In addition to her advisory role, she manages a business entity that facilitates income pass-through related to her insurance activities. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a model portfolio and third-party management approach supported by a large advisor network and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.
Based on Transamerica Financial Advisors
Based on Transamerica Financial Advisors
$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)
Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities
Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services
4390 Us Highway 1, Suite 202
Princeton, NJ 08540
New Jersey
Sharon R Deng Health Insurance Agent
2024 - Present (2 years)
AIM Financial Group
2024 - Present (2 years)
Crump
2024 - Present (2 years)
Penn Mutual
2023 - Present (3 years)
Pacific Life
2023 - Present (3 years)
Setting Up S Corp
2014 - Present (12 years)
G2 Biopharma
2013 - 2016 (3 years)
Martin Financial Group
2012 - Present (14 years)
Transamerica Financial Advisors, Inc
2012 - Present (14 years)
Wfgia
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
CFP®, CFA®
Hopewell, NJ
Roche Financial Partners LLC
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Series 63, Series 65
Princeton, NJ
Patton Hall, LLC
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