PC
CFP
PC
CFP

Pay-Min Irene Chang

29 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

Pay-Min is the president of ANG Financial Services, spending about half their time selling fixed life, fixed annuities, and health insurance products. Pay-Min is also a fixed insurance and annuities product producer for Transglobal Insurance Agency, Inc. and an IAR for Transglobal Advisory, LLC, each taking about a quarter of their time, and a registered representative for Globalink Securities, Inc.

Employment History
Current Registrations
Transglobal Advisory, LLC
September 2014 - Present · 11 yrs 5 mos
Globalink Securities, INC.Broker
April 2007 - Present · 18 yrs 10 mos
Previous Registrations
Fortune Securities, INC.Broker
October 2006 - March 2007 · 5 mos
World Group Securities, INC.Broker
March 2006 - October 2006 · 7 mos
Sinopac Financial Services (USA) LTD.Broker
September 2004 - March 2006 · 1 yr 6 mos
Foresters Equity Services, INC.Broker
November 2002 - March 2004 · 1 yr 4 mos
Electronic Trading Group, LLCBroker
March 2001 - October 2002 · 1 yr 7 mos
Globalink Securities, INC.Broker
April 1999 - May 1999 · 1 mo
PFS Investments INC.Broker
July 1997 - February 2001 · 3 yrs 7 mos
PFS Investments INC.Broker
September 1994 - September 1996 · 2 yrs
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.