CZ
CZ

Chongfen Zhang

3 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

Chongfen works in fixed insurance sales support for Transglobal Insurance Agency and is an independent fixed life insurance agent, dedicating about 10-20% of his time to each. He is also an Investment Advisor Representative for TranGlobal Advisory, LLC, spending about 10-20% of his time on this, and a Registered Representative for Globalink Securities, Inc.

Employment History
Current Registrations
Transglobal Advisory, LLC
June 2022 - Present · 3 yrs 8 mos
Globalink Securities, INC.Broker
June 2022 - Present · 3 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chongfen Zhang - Financial Advisor | TrueAdvisor