Advisor at Global Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Global Wealth Management, LLC
Location
Lansdale, PA 19446
Credentials
Series 63, Series 66
Industry experience
23 years
Raymond Zong is a financial advisor with Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Global Wealth Management in 2024, he worked at Ni Advisors and Nationwide Planning Associates, Inc. He is also involved in real estate and life and health insurance activities outside of his advisory role. Global Wealth Management provides asset management, financial planning, and capital-raising services to high-net-worth individuals and businesses. The firm constructs portfolios based on market trends and economic conditions, managing accounts primarily on a discretionary basis while allowing clients input on asset selection.
Based on Global Wealth Management, LLC
$0.01 - $1,000,000: 2.00% Above $1,000,000+: 1.00%
Financial planning services at $500 per hour
Account minimum: $500,000 Minimum fee: Minimum fee amount of $500 for financial planning services Fee-only: Financial planning services charged at $500 per hour
1690 Sumneytown Pike, Suite 250
Lansdale, PA 19446
Pennsylvania
Global Wealth Management, LLC
2024 - Present (2 years)
Ni Advisors
2022 - 2024 (2 years)
Main Line Executive Realty
2019 - Present (7 years)
Nationwide Planning Associates,Inc
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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ChFC®, Series 63
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Series 63, Series 66
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