Philip Hu (CRD# 2576527) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 29 years of experience in the finance industry. Philip Hu 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transglobal Payroll Services Inc.; | Las Vegas, NV | Sep 2022 - Current | 1 |
| Transglobal Private Lending Inc. | Las Vegas, NV | May 2022 - Current | 1 |
| Transglobal Education Group | Las Vegas, NV | Dec 2021 - Current | 2 |
| Transglobal Retirement Services Inc. | Las Vegas, NV | Apr 2021 - Current | 3 |
| Transglobal Tax Services LLC | Monrovia, CA | Jul 2020 - Current | 3 |
| Golden Star Inc., Dba Transglobal Lending | Monrovia, CA | Dec 2015 - Current | 8 |
| Trans Sino, LLC | Monrovia, CA | Jan 2015 - Current | 9 |
| Investors Trust Assurance | Monrovia, CA | Dec 2014 - Current | 9 |
| Grand Resource Financial, LLC | Monrovia, CA | Feb 2014 - Current | 10 |
| Transglobal Advisory, LLC | Monrovia, CA | May 2013 - Current | 10 |
| Globalink Securities, Inc. | Monrovia, CA | Sep 2008 - Current | 15 |
| Transglobal Insurance Agency, Inc. | Monrovia, CA | Jul 2000 - Current | 23 |
| Mcb Capital, Inc. | Monrovia, CA | May 2007 - Dec 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
- CA
- HI
- MA
- NV
- NJ
- NY
- PA
- TX
- WA
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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)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, GA, HI, IL, LA, MA, MD, MI, NC, NJ, NV, NY, PA, TX, WA, WY
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