QF
QF

Qi Fang

4 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

Qi is an independent fixed insurance product producer for Transglobal Insurance Agency and CEO of Q & Q Life Insurance Agency, dedicating full-time hours to each. Qi is also an IAR for Transglobal Advisory, LLC, owner of Qi Property Management, LLC, and a broker for Globalink.

Employment History
Current Registrations
Transglobal Advisory, LLC
August 2022 - Present · 3 yrs 6 mos
Globalink Securities, INC.Broker
February 2021 - Present · 5 yrs
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Qi Fang - Financial Advisor | TrueAdvisor