Bernson Wong (CRD# 5780813) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 13 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Precept Advisory Group Llc (152776) | Irvine, CA | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- CA
- TX
-
Total Assets Under Management4,268MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$68,840,847
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, OR, TX
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