LPL Financial
42yrs
Top advisor by experience in Monrovia
8yrs
Shuning LI
Financial advisor at Transglobal Advisory
Based in Monrovia, California, Shuning LI is a fiduciary financial advisor with 8 years of industry experience. Shuning joined Transglobal Advisory in 2023, after three years at Transamerica Financial Advisors. Transglobal Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 54 advisors with offices in Monrovia, and one of 40 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 64% of advisors at Transglobal Advisory
Office185 W Chestnut Ave, Monrovia, CA 91016
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$414,777
Advisors at the firm33
States licensed ?1 state
Services through Transglobal Advisory
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowTransglobal Advisory, LLCCurrent firm
- 2019 – 2022Transamerica Financial Advisors, LLCPreviously
Contact Shuning
(626) 447-7888Transglobal Advisory main office 185 W Chestnut AveMonrovia, CA 91016Office · Get directions YouTube channelTransglobal Advisory
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Questions to ask Shuning
Tailored to Shuning’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Shuning
How do I contact Shuning?
Call Transglobal Advisory at (626) 447-7888 and ask for Shuning LI. Shuning works from the Monrovia, CA office.
How long has Shuning been a financial advisor?
Shuning has been in the industry since 2018, about 8 years. More experience than 64% of advisors at Transglobal Advisory.
What licenses does Shuning hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Shuning a fiduciary?
Shuning is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shuning paid?
Transglobal Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Shuning for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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