Patricia W Harris
Investment adviser representative at Transglobal Advisory, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$58.3MFirm assets
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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
17 years in the industry.
- Integrated Financial Consulting LLCJan 2024 to now
- Transglobal Advisory, LLCAug 2023 to now
- Globalink Securities, Inc.Aug 2023 to now
- Transglobal Insurance Agency, IncJul 2023 to now
- Chang & DekaDec 2022 to now
- Pat Harris CpaFeb 2009 to now
- IntuitNov 2023 to Mar 2024
- Holistic Financial Planning ConsultationFeb 2023 to Dec 2023
- Bank of America, N.A.Jun 2019 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Nov 2022
- UnemployedNov 2018 to Feb 2019
- Milestone Financial Planning, LLCFeb 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
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
- 7089287
- Firm CRD
- 168709