Henry Wong, financial advisor Arcadia CA
93 score

Henry Wong

CRD Number: 3140682
Current Firm: Charles Schwab & Company, Inc.

Henry Wong (CRD# 3140682) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Arcadia, CA Sep 2010 - Current 6
Charles Schwab Bank Arcadia, CA Sep 2010 - Current 6
Exodus 1236, Inc. Monterey Park, CA Jul 2004 - Dec 2013 9
Grand American Travels, Inc. San Marino, CA May 2005 - Mar 2011 5
H & L Capital Management, Inc. San Gabriel, CA Jul 2004 - Sep 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Henry Wong
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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