Chongfen Zhang is a registered investment advisor, based in Fremont, CA, with 4 years of industry experience. Chongfen is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Fremont, CA
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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
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
Globalink Securities, INC.Broker
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.
Exams
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