Raymond Zong
Raymond Zong is a registered investment advisor at Global Wealth Management, LLC, based in Lansdale, PA, with 23 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
All amounts and fees are subject to negotiation.
Fee Estimator
Location
1690 Sumneytown Pike, Suite 250, Lansdale, PA, 19446
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is a real estate agent with Main Line Executive Realty, dedicating about 10-20% of his time to this activity. He is also an insurance agent selling life and health insurance since 1998, which takes about half of his time.
Employment History
Current Registrations
Global Wealth Management, LLC
Previous Registrations
Ni Advisors
Ni AdvisorsBroker
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Npa Asset Management, LLC
Kovack Advisors, INC.
Kovack Securities INC.Broker
Private Advisor Group, LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.