Shuning
Li
Transglobal Advisory, LLC
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About this Advisor
Shuning Li is a financial advisor based in Monrovia, California, working with Transglobal Advisory, LLC. Shuning has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Beijing Guowei Healthcare Investment Co LTD, Cornell University, China Orient Asset Management Co Shanghai Branch, Panusino Consulting LLC, Globalink Securities, Inc, Transglobal Insurance Agency, Inc, Transglobal Advisory LLC, and Transamerica Financial Advisors. Shuning has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Shuning 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
Shuning Li Work History
Globalink Secuities, Inc
Transglobal Insurance Agency, Inc
Transglobal Advisory LLC
Transamerica Financial Advisors
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Panusino Consulting LLC
Beijing Guowei Healthcare Investment Co LTD
Cornell University
China Orient Asset Management Co Shanghai Branch
Disclosures
Please visit the SEC profile of Shuning Li 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
Naperville, IL
Monrovia, CA
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