Brian Yip
Financial advisor at Transamerica Financial Advisors, LLC · San Gabriel, CA
Last updated 2026-10-10
Claim your profileBrian Yip is a financial advisor at Transamerica Financial Advisors, LLC in San Gabriel, CA, CRD 7457915. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2021-12-10.
Registration
- CRD number
- 7457915
- Registration status
- Active
- IAPD registration
- 2021-12-10
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 65
- Series 63
Work history
- 2026-03 to Present · Transamerica Financial Advisors, LLC · San Gabriel, CA
- 2021-08 to Present · World Financial Group Insurance Agency · Los Angeles, CA
- 2016-03 to 2023-12 · Student · Los Angeles, CA
- 2024-09 to Present · Green Dot Public Schools · Los Angeles, CA
- 2024-01 to Present · Advantec Consulting Engineers · Irvine, CA
Current employment
- Transamerica Financial Advisors, LLC · Philadelphia, PA
Transamerica Financial Advisors, LLC
- Regulatory AUM
- $2,106,655,325
- Registered advisors
- 1,097
- Offices
- 290
- Clients per advisor
- 39.0 (Low)
- Average AUM per client
- $49.3K (Low)
- High-net-worth client ratio
- 2.9% (Low)
Transamerica Financial Advisors, LLC: advisors, services and reported ETF investments
About
Brian Yip is a financial advisor at Transamerica Financial Advisors, LLC in San Gabriel, CA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 4 years of industry experience and 10 years of reported work history.
Transamerica Financial Advisors, LLC's firm-level Form ADV reports 1,097 advisors across 290 offices; approximately 39.0 clients per advisor, average assets per client of $49,296, and regulatory AUM of $2.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Portfolio Management: Individuals and Small Businesses and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $586.3M across 357 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brian Yip personally.
Reported ETF positions
Transamerica Financial reports 357 ETF positions worth $586.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VV — Vanguard Morningstar Large-Cap ETF | $66.8M |
| BND — Vanguard Total Bond Market ETF | $26.6M |
| VEA — Vanguard FTSE Developed Markets ETF | $23.4M |
| VO — Vanguard Morningstar Mid-Cap ETF | $20.3M |
| SCHX — Schwab U.S. Large-Cap ETF | $18.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Transamerica Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $2.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $3.9M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $664.5K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Transamerica Financial Advisors, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
Location
121 S Delmar Ave, San Gabriel, CA 91776
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 770-248-3271
- Website: tfaconnect.com
Official record
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