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Michael H. Fang

GLOBALINK WEALTH MANAGEMENT
PASADENA, CA 91107
Some features on this profile are disabled
CRD#: 2679747
MF
Michael Horng-jyh FangGLOBALINK WEALTH MANAGEMENT

Professional summary

Michael Horng-jyh Fang, who also goes by Michael Horng- Jyh Fang, Michael Horngjyh Fang, is a registered financial advisor currently at GLOBALINK WEALTH MANAGEMENT, LLC located in Pasadena, California and GLOBALINK SECURITIES, INC. located in Monrovia, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Aliases

Michael Horng- Jyh Fang | Michael Horngjyh Fang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Horng-jyh Fang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 8, 2024 - Present

GLOBALINK WEALTH MANAGEMENT, LLC

Office #1: 3452 East Foothill Blvd. Suite 1040, Pasadena, CA 91107
RIA
CRD#: 323294
PASADENA, CA
Current

November 8, 2013 - Present

GLOBALINK SECURITIES, INC.

Office #1: 185 W Chestnut Ave,, Monrovia, CA 91016
BD
CRD#: 29721
Monrovia, CA
Past

June 16, 2022 - June 30, 2022

TRANSGLOBAL ADVISORY, LLC

RIA
CRD#: 168709
MONROVIA, CA
Past

February 12, 2018 - January 29, 2021

TRANSGLOBAL ADVISORY, LLC

RIA
CRD#: 168709
MONROVIA, CA
Past

September 12, 2014 - October 10, 2017

TRANSGLOBAL ADVISORY, LLC

RIA
CRD#: 168709
MONROVIA, CA
Past

August 12, 2013 - November 5, 2013

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
IRVINE, CA
Past

June 17, 2013 - November 5, 2013

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
IRVINE, CA
Past

April 11, 2013 - June 12, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN DIEGO, CA
Past

May 10, 2011 - April 5, 2013

GLOBALINK SECURITIES, INC.

BD
CRD#: 29721
PASADENA, CA
Past

January 21, 2011 - April 15, 2011

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
TORRANCE, CA
Past

November 22, 2006 - September 30, 2009

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
CITY OF INDUSTRY, CA
Past

August 21, 2006 - November 27, 2006

SINOPAC FINANCIAL SERVICES (USA) LTD.

BD
CRD#: 106464
INDUSTRY, CA
Past

April 4, 2006 - August 24, 2006

UCB INVESTMENT SERVICES, INC.

BD
CRD#: 125574
INDUSTRY, CA
Past

June 6, 2003 - April 3, 2006

SINOPAC FINANCIAL SERVICES (USA) LTD.

BD
CRD#: 106464
INDUSTRY, CA
Past

January 4, 2000 - January 8, 2003

NEW YORK GLOBAL SECURITIES, INC.

BD
CRD#: 46429
NEW YORK, NY
Past

December 11, 1998 - February 7, 2000

U. S. PACIFIC FINANCIAL SERVICES, INC.

BD
CRD#: 17423
ALHAMBRA, CA
Past

July 15, 1998 - December 15, 1998

THOMAS GREEN SECURITIES, INC.

BD
CRD#: 571
LOS ANGELES, CA
Past

November 16, 1995 - August 14, 1998

CAPITAL WORLD SECURITIES CORP

BD
CRD#: 32384

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/8/2013)
IAR
California
(4/8/2024)
RR
Indiana
(5/16/2023)
RR
New York
(4/14/2023)
RR
North Carolina
(4/14/2023)
RR
Ohio
(3/24/2026)
RR
Texas
(11/10/2020)
RR
Virginia
(4/2/2026)
RR
Wisconsin
(3/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/28/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 9/27/2006
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/8/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GW
GLOBALINK WEALTH MANAGEMENT, LLC
GLOBALINK WEALTH MANAGEMENT, LLC

CRD#: 323294 / SEC#:

California
Registered Investment Advisory firm - (3/16/2023 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/21/2026 Approved)
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Contact information

Main Address
3452 East Foothill Blvd. Suite 1040, Pasadena, CA 91107
Mailing Address
Phone number
(626) 964-5966
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts48
AUM (Assets Under Management)$ 12,558,103

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GLOBALINK WEALTH MANAGEMENT, LLC

CRD#: 323294Pasadena, CA 91107

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