Francis Choy
Investment adviser representative at Transglobal Advisory, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$58.3MFirm assets
Are you Francis Choy? 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
12 years in the industry.
- Transglobal Advisory, LLCJun 2025 to now
- Globalink Securities, IncMar 2025 to now
- Francis Y Choy PllcJan 2014 to now
- Toppros LLC dba Topro RealtyJan 2014 to now
- Park Avenue SecuritiesSep 2022 to Oct 2024
- Guardian Life Insurance CompanyJan 2022 to Sep 2024
- Transamerica Financial Advisors, IncOct 2018 to Jan 2019
- World Financial Group, Inc.May 2018 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7037695
- Firm CRD
- 168709