Patricia
Harris
Transglobal Advisory, LLC
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About this Advisor
Patricia Harris is a financial advisor based in Monrovia, California, working with Transglobal Advisory, LLC. Patricia has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Milestone Financial Planning, LLC, Pat Harris Cpa, Bank Of America, N.A, Chang & Deka, Transglobal Advisory LLC, Holistic Financial Planning Consultation, Transglobal Insurance Agency, Inc, Globalink Securities, Inc, and Intuit. Patricia has passed the Series 66 regulatory exam and is registered to provide services in California and Massachusetts. Currently, Patricia 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
Patricia Harris Work History
Transglobal Advisory LLC
Holistic Financial Planning Consultation
Transglobal Insurance Agency, Inc
Globalink Securities, Inc
Intuit
Chang & Deka
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Milestone Financial Planning, LLC
Pat Harris Cpa
Disclosures
Please visit the SEC profile of Patricia Harris 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
Cary, NC
Monrovia, CA
Monrovia, CA
Monrovia, CA
Monrovia, CA
Monrovia, CA
Monrovia, CA
Naperville, IL
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