Brandon Wong, financial advisor Grand Forks ND
89 score

Brandon Wong

CRD Number: 6175367
Current Firm: Investment Centers Of America, Inc.

Brandon Wong (CRD# 6175367) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Grand Forks, ND and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Centers Of America Grand Forks, ND Jun 2015 - Current 1
Invest Financial Corp. Grand Forks, ND Apr 2013 - Jun 2015 2
American Federal Bank Grand Forks, ND Jul 2012 - Jun 2015 2
Phoenix Wok And Grill Grand Forks, ND Aug 2008 - May 2013 4
Al's Grill Grand Forks, ND May 2007 - Jul 2008 1
Student Grand Forks, ND Aug 2001 - May 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Brandon M. Wong
Phone Number: 866-275-4422
Registered State(s):
  • MN
  • ND
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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