Rachel Yue Liao

Employer firm

Globalink Wealth Management, LLC CRD 323294

$12.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 09/2023
  Globalink Securities, Inc.
  Pasadena, CA
• 08/2019 → 06/2023
  South Pasadena High School
  South Pasadena, CA
• 08/2018 → 06/2019
  South Pasadena Middle School
  South Pasadena, CA
• 08/2016 → 06/2018
  Jefferson Middle School
  San Gabriel, CA
• 10/2023 → Present
  Globalink Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Globalink Wealth Management
  Pasadena, CA

Other Businesses

1. Globalink Wealth Management, Pasadena, California, Investment Adviser Representative from 06/02/2025, 20 hours per month, Fee-based payout structure.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-04
• S63 Uniform Securities Agent State Law Examination
  2023-10-01