Shang Chen Lu (CRD# 7828228) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Taipei City, and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transglobal Advisory LLC | Taipei City, | Oct 2023 - Current | < 1 |
| Transglobal Advisory LLC | Taipei City, | Oct 2023 - Current | < 1 |
| N/a | Taipei City, | Sep 2022 - Oct 2023 | 1 |
| Atonra Partners SA | Geneva, | Mar 2021 - Aug 2022 | 1 |
| Student | Singapore, | Jul 2019 - Jan 2021 | 1 |
| N/a | Taipei City, | Sep 2018 - Jun 2019 | < 1 |
| Kgi Securities | Taipei City, | Sep 2015 - Sep 2018 | 3 |
| Taishin International Bank | Taipei City, | Jun 2012 - Aug 2015 | 3 |
- CA
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
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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