HD
HD

Hang Dong

5 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

Hang is a Regional Vice President at Transglobal Insurance Agency, Inc., dedicating full-time hours to general fixed life insurance agency operations. Hang also works as a Financial Consultant and Investment Advisor Representative, spending about 10-20% of their time on each role.

Employment History
Current Registrations
Globalink Securities, INC.
July 2023 - Present · 2 yrs 7 mos
Transglobal Advisory, LLC
July 2023 - Present · 2 yrs 7 mos
Globalink Securities, INC.Broker
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Transglobal Advisory, LLC
September 2021 - December 2022 · 1 yr 3 mos
Globalink Securities, INC.Broker
August 2019 - December 2022 · 3 yrs 4 mos
State Registrations4 states
CAMANJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.