Yao
Lu
Transglobal Advisory, LLC
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About this Advisor
Yao Lu is a financial advisor based in Monrovia, California, working with Transglobal Advisory, LLC. Yao has previously held positions at Transglobal Advisory LLC, Transglobal Insurance Agency, Inc, Transglobal Retirement Services Inc, Golden Star Inc, and Jiangsu Rein Technology Corporation. Yao is registered to provide services in California. Currently, Yao 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
Yao Lu Work History
Transglobal Advisory LLC
Transglobal Advisory LLC
Transglobal Retirement Services Inc
Golden Star Inc
Transglobal Insurance Agency, Inc
Jiangsu Rein Technology Corporation
Disclosures
Please visit the SEC profile of Yao Lu 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
Cary, NC
Monrovia, CA
Monrovia, CA
Monrovia, CA
Monrovia, CA
Naperville, IL
Monrovia, CA
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