BL
BL

Bill Jian-Ting Liau

12 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

Bill is an independent insurance agent for TransGlobal Holding Company, selling fixed insurance and fixed annuity products, and an Investment Adviser Representative for TransGlobal Advisory, LLC. He also serves as CEO of AI Mortgage Lending, dedicating nearly full-time hours, and is a registered agent for Globalink Securities Inc.

Employment History
Current Registrations
Globalink Securities, INC.
September 2019 - Present · 6 yrs 5 mos
Globalink Securities, INC.Broker
September 2019 - Present · 6 yrs 5 mos
Transglobal Advisory, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Griffinest Asia Securities, LLCBroker
August 2015 - January 2018 · 2 yrs 5 mos
Globalink Securities, INC.Broker
September 2009 - November 2013 · 4 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.