Wing-yin Kong (CRD# 6126267) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 10 years of experience in the finance industry. Wing-yin Kong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Willow Grove Advisors, LLC | Berkeley, CA | Mar 2021 - Current | 3 |
Unemployed | Moraga, CA | Jul 2020 - Feb 2021 | < 1 |
Bank Of America, N.a. | Orinda, CA | Jul 2015 - Jun 2020 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orinda, CA | Jul 2015 - Jun 2020 | 4 |
Ubs Financial Services Inc. | San Francisco, CA | Oct 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- CA
- MA
- WA
-
Total Assets Under Management227MILLIONS
-
Total Number of Accounts581ACCOUNTS
-
Average Account Value$391,556
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MA, WA
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