Vernon Wong, financial advisor Kailua Kona HI
96 score

Vernon Wong

CRD Number: 1292191
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Vernon Wong (CRD# 1292191) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Kailua Kona, HI and has over 32 years of experience in the finance industry. Vernon Wong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bancwest Investment Services Honolulu, HI Dec 2005 - Current 11
First Hawaiian Bank Honolulu, HI Sep 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Vernon Y. Wong
Phone Number: 800-338-3919
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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