Derick Wong (CRD# 5975506) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Burlingame, CA | Sep 2019 - Current | 4 |
| World Financial Group, Inc. | Burlingame, CA | Jul 2019 - Current | 4 |
| Byemcc Accountancy Corporation | San Francisco, CA | Feb 2011 - Current | 13 |
| Nelson & Wong | San Francisco, CA | Mar 2017 - Oct 2019 | 2 |
| Transamerica Financial Advisors, Inc. | Burlingame, CA | Aug 2017 - May 2019 | 1 |
| World Financial Group, Inc. | Burlingame, CA | Feb 2017 - May 2019 | 2 |
| Parsonex Insurance Agency | Englewood, CO | Mar 2014 - Aug 2017 | 3 |
| Louie & Wong Cpa | San Francisco, CA | Sep 2015 - Jul 2017 | 1 |
| Learn It | San Francisco, CA | Jan 2014 - Jan 2016 | 2 |
| Early Growth Financial Services | San Jose, CA | Jun 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- CA
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, WY
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