XG
XG

Xin Guo

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
144 clients
Average Client Portfolio
$325K average
Assets Under Management
$46.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

185 W Chestnut Ave, Monrovia, CA, 91016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Xin is a Regional Vice President at Transglobal Insurance Agency, Inc., spending nearly full-time hours analyzing financial data and insurance products. Xin is also a Registered Representative at Globalink Securities Inc., a member of Tiffin Brothers, LLC (receiving passive rental income), and an IAR at TransGlobal Advisory, LLC.

Employment History
Current Registrations
Transglobal Advisory, LLC
March 2020 - Present · 5 yrs 11 mos
Globalink Securities, INC.Broker
January 2017 - Present · 9 yrs 1 mo
State Registrations4 states
CAMANVWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Xin Guo - Financial Advisor | TrueAdvisor