Chongfen
Zhang
Transglobal Advisory, LLC
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About this Advisor
Chongfen Zhang is a financial advisor based in Monrovia, California, working with Transglobal Advisory, LLC. Chongfen has previously held positions at Homemaker, Proshalom Investment, Transglobal Insurance Agency, Inc, Globalink Securities, Inc, Transglobal Advisory, LLC, and various insurance companies. Chongfen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Chongfen is part of Transglobal Advisory, LLC, which operates out of Monrovia, California. The firm has 14 offices and 32 employees. The firm manages assets totaling $39.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Transglobal Advisory, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transglobal Advisory, LLC Brokerage Details
$39,926,417
32
185
$215,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Chongfen Zhang Work History
Globalink Securities, Inc
Transglobal Advisory, LLC
Transglobal Insurance Agency, Inc
Various Insurance Companies
Proshalom Investment
Homemaker
Disclosures
Please visit the SEC profile of Chongfen Zhang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transglobal Advisory, LLC
Monrovia, CA
Monrovia, CA
Cary, NC
Monrovia, CA
Monrovia, CA
Naperville, IL
Monrovia, CA
Monrovia, CA
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