A complete list of active advisors currently associated with Globalink Wealth Management, LLC
Warmer can help you find a great advisor at Globalink Wealth Management, LLC or one who fits your needs even better.
Globalink Wealth Management provides hourly and fixed-fee financial planning as well as discretionary and non-discretionary portfolio management to a broad set of clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm also facilitates selection of SEC- or state‑registered third‑party investment advisers and documents client objectives and any investment restrictions in written agreements. GWM’s investment approach draws on charting, cyclical, fundamental and technical analysis and implements strategies ranging from long‑term holdings to active trading, option writing, and margin transactions; the firm indicates it generally favors mutual funds for clients unless otherwise requested. It offers in‑house discretionary management, access to third‑party managers, and may enter performance‑based fee arrangements with qualified clients under written contracts. Noteworthy features compared with many peers include its affiliation with a FINRA‑registered broker‑dealer and related operating affiliates, and that certain supervised persons also act as registered representatives and licensed insurance agents—relationships the firm discloses and manages as potential conflicts. The firm’s personnel education, professional affiliations (including membership in the Chinese Finance Association), and affiliated entities underscore international connections and support for servicing clients with cross‑border considerations, and the brochure expressly discloses use of derivatives and borrowing as part of its investment strategies.
To learn more about the advisors currently working at Globalink Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 28
| |
Pasadena, CA
| 4
| |
Pasadena, CA
| 2
| |
Pasadena, CA
| 7
| |
Pasadena, CA
| 8
| |
Pasadena, CA
| 4
|
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