Vernon WongCRD 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.
Raymond James Financial Services Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management896MILLIONS
Total Number of Accounts5,218ACCOUNTS
Average Account Value$171,807
- A percentage of assets under your management
- 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)