Xin Guo
Investment adviser representative at Transglobal Advisory, LLC
10 yearsExperience
1 stateRegistered in
$58.3MFirm assets
2 yearsFirm in business
Are you Xin Guo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Tiffin Brothers, LLCAug 2022 to now
- Transglobal Advisory, LLCMar 2020 to now
- Globalink Securities, Inc.Jan 2017 to now
- Transglobal Insurance Agency, Inc.May 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Transglobal Advisory, LLC
$58.3MAssets managed
193Clients
31Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6547597
- Firm CRD
- 168709