Yong
Wang
Transglobal Advisory, LLC
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About this Advisor
Yong Wang is a financial advisor based in Monrovia, California, working with Transglobal Advisory, LLC. Yong has previously held positions at Globalink Securities, Inc, Skyvision Insurance, Aig Financial Network, Emerson Process Management, Pasadena City College, Transglobal Advisory, LLC, and Transglobal Insurance Agency, Inc. Yong has passed the Series 66 regulatory exam and is registered to provide services in California, Hawaii, Illinois, Maryland, New York, Pennsylvania, and Wyoming. Currently, Yong 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
Yong Wang Work History
Transglobal Advisory, LLC
Globalink Securities, Inc
Transglobal Advisory, LLC
Transglobal Insurance Agency, Inc
Skyvision Insurance
N/A
Aig Financial Network
Pasadena City College
Emerson Process Management
Disclosures
Please visit the SEC profile of Yong Wang 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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