linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Xi Lu

Globalink Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Xi? Claim Your Profile

About Xi Lu

Xi Lu is an investment advisor representative registered with the state of California since October 2018. Xi is currently associated with Globalink Wealth Management, LLC in Pasadena, CA. Xi has been in the industry for 6 years. Xi Lu has passed several exams including Series 63, 66, and 7. Xi is also a registered Principal for Series 4. Xi offers financial planning, portfolio management for businesses and individuals, and provides educational seminars.

Firm Information

Xi Lu is currently registered with Globalink Wealth Management, LLC. Globalink Wealth Management, LLC is an investment advisor with 3 licensed agents. The firm manages $3,735,175 in assets for 15 clients. The firm provides financial planning, publishes periodicals, selects other advisors, and manages portfolios for individuals, businesses, and investment companies. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

$3.74M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Xi Lu’s Registration & Firm History

CA

09/17/2024 - Present

Globalink Wealth Management, LLC (PASADENA CA)

Not sure if Xi Lu is right for you?

Licenses & Designations

BOTH

Issued 04/27/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2020

Series 24 - General Securities Principal Examination

BC

Issued 03/30/2019

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xi Lu.
Not sure if Xi Lu is right for you?