David G Wu

David G Wu is a financial professional associated with Transamerica Financial Advisors, Inc. He serves as an Investment Advisor Representative and Registered Representative for the company.34 Based in Alviso, California, Wu has approximately 5 years of experience in the financial services industry.4

Professional Background

Roles and Responsibilities: David Wu is involved in various aspects of financial services, including:

• Providing financial advice to clients
• Selling insurance and non-insurance products5
• Offering life insurance services2

Licensing and Approvals: Wu holds several professional licenses and approvals:

• Investment Adviser Representative (approved on 02/08/2018)3
• Licensed insurance agent3

Work Environment

As a representative of Transamerica Financial Advisors, Inc., David Wu likely operates within the World Financial Group (WFG) business model. This means:

• He works as an independent agent rather than a direct employee of WFG1
• He has the flexibility to set his own work hours1
• He may have started part-time and transitioned to full-time as his client base grew1

Location and Contact

David Wu's office is located at: 2099 Gold Street, Suite 100 Alviso, California2

Potential clients can visit this location to learn more about how Wu and Transamerica Financial Advisors can assist with their financial goals.2

While I don't have specific information about David G Wu's LinkedIn profile, the username you provided (david-g-wu-84a6098b) is likely associated with his professional profile on the platform.