Brian Wong, financial advisor Cupertino CA

Brian Wong

CRD Number: 5371965
Current Firm: Charles Schwab & Company, Inc.

Brian Wong (CRD# 5371965) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Ssb Cupertino, CA Mar 2010 - Current 14
Charles Schwab & Company, Inc. Cupertino, CA Jul 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Brian Z. Wong
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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