Wilson Wang (CRD# 6234960) is an Investment Advisor Representative working at Twin Peaks Capital LLC in Honolulu, HI and has over 10 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Open Insights Capital, LLC | Los Alamitos, CA | Oct 2022 - Current | 1 |
| Twin Peaks Capital, LLC | Honolulu, HI | Mar 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- HI
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$290,741
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
HI
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