Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shang chen? Claim Your ProfileShang chen Lu is an Investment Advisor Representative registered with Transglobal Advisory, LLC. Shang chen Lu is based in Taipei City and is registered in California as an Investment Advisor Representative. Shang chen Lu has been working in the financial industry since June 2012. Shang chen Lu is a Chartered Financial Analyst. The firm has 27 employees and manages over 39 million dollars in assets. The firm provides various advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Cash management and estate planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/22/2023 - Present
Transglobal Advisory, LLC (MONROVIA CA)
Active
Inactive
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