Chuanbing Rong

CFP

Transglobal Advisory, LLC

7 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Transglobal Advisory, LLC

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

Location

185 W Chestnut Ave, Monrovia, CA, 91016

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History

Regulatory History (1)

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Regulatory

December 2022

Final

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Other Business ActivitiesSells Insurance

Chuanbing works as an engineer at Ford Motor Company since 2011. He also sells fixed insurance products, health insurance, and fixed indexed annuities through multiple agencies, dedicating a few hours per week to about 10-20% of his time to each.

Employment History

Current Registrations

Transglobal Advisory, LLC

March 2022 - Present · 3 yrs 11 mos

Globalink Securities, INC.

February 2020 - Present · 6 yrs

Globalink Securities, INC.Broker

February 2020 - Present · 6 yrs

Previous Registrations

Transamerica Financial Advisors, INCBroker

April 2018 - February 2020 · 1 yr 10 mos

State Registrations2 states

CAMI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.