Chuanbing Rong (CRD# 6931802) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 5 years of experience in the finance industry. Chuanbing Rong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transglobal Advisory, LLC | Monrovia, CA | Mar 2022 - Current | 2 |
| Rick Young Insurance | Canton, MI | Aug 2020 - Current | 3 |
| Jack Schroeder And Associates (jsa), LLC | Canton, MI | Jul 2020 - Current | 3 |
| Globalink Securities, Inc. | Pasadena, CA | Feb 2020 - Current | 4 |
| Transglobal Insurance Agency, Inc. | Monrovia, CA | Feb 2020 - Current | 4 |
| Ford Motor Company | Canton, MI | May 2011 - Current | 12 |
| Pan's Financial, Inc. | Canton, MI | Mar 2020 - Jan 2023 | 2 |
| Transamerica Financial Advisors, Inc. | Glenview, IL | Mar 2018 - Jan 2020 | 1 |
| World Financial Group, Inc. | Glenview, IL | Jan 2017 - Jan 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management40MILLIONS
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Total Number of Accounts185ACCOUNTS
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Average Account Value$215,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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CA, GA, HI, IL, LA, MA, MD, MI, NC, NJ, NV, NY, PA, TX, WA, WY
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