William Wong, financial advisor Kailua-kona HI

William Wong

CRD Number: 4534405
Current Firm: Investment Dynamics Consulting Group, LLC

William Wong (CRD# 4534405) is an Investment Advisor Representative working at Investment Dynamics Consulting Group, LLC in Kailua-kona, HI and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Investment Dynamics Consulting Group, LLC Kailua-kona, HI Sep 2000 - Current 23
Hawaii Employee Leasing Professionals, LLC Kailua-kona, HI Aug 1997 - Current 26
Wlw Development Methods, Inc. Kailua-kona, HI Nov 1984 - Current 39
William L. Wong, Cpa & Associates, Inc. Kailua-kona, HI May 1976 - Current 47

William Wong has no recent exams reported.
Contact Info for William L. Wong
Phone Number: 808-329-0911
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $665,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

HI

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