Zachary Wong (CRD# 6173543) is an Investment Advisor Representative working at Eagle Strategies LLC in Tacoma, WA and has over 10 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Tacoma, WA | Aug 2019 - Current | 4 |
| Nylife Securities LLC | Tacoma, WA | Jul 2013 - Current | 10 |
| New York Life Insurance Company | Tacoma, WA | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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