Ronald Wo, financial advisor Honolulu HI
93 score

Ronald Wo

CRD Number: 4484670
Current Firm: Ckw Financial Group, LLC

Ronald Wo (CRD# 4484670) is an Investment Advisor Representative working at Ckw Financial Group, LLC in Honolulu, HI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Honolulu, HI May 2013 - Current 3
Financial Advisers Of America, LLC Carlsbad, CA Sep 2011 - Current 5
Ckw Financial Group, LLC Honolulu, HI Nov 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu, HI Oct 2008 - Oct 2009 1
Morgan Stanley & Company, Incorporated Honolulu, HI Apr 2007 - Oct 2008 1
Morgan Stanley Dw Inc. Honolulu, HI Feb 2001 - Apr 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Ronald C. Wo
Phone Number: 808-629-7600
Firm Website: http://www.ckwhawaii.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    954
    MILLIONS
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $2,733,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, HI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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