Wayne Park, financial advisor Buena Park CA

Wayne Park

CRD Number: 5803421
Current Firm: Allmerits Asset, LLC

Wayne Park (CRD# 5803421) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Allmerits Asset, LLC Buena Park, CA Mar 2021 - Current 3
Cal-kor Insurance Service Los Angeles, CA Oct 2013 - Current 10
Allmerits Asset Management, LLC Los Angeles, CA Aug 2018 - Jan 2023 4
Think Wealth, LLC Cerritos, CA Apr 2017 - Dec 2018 1
Kayan Securities, Inc. Los Angeles, CA Apr 2015 - Aug 2017 2
Hana Wealth Management Los Angeles, CA Sep 2014 - Apr 2015 < 1
S H Investment & Securities Los Angeles, CA Nov 2013 - Mar 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Wayne Park
Phone Number: 714-266-0000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $76,992
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NJ, NV

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