Brian Wang, financial advisor Lafayette CA

Brian Wang

CRD Number: 6404954
Current Firm: Capital Advantage, Inc.

Brian Wang (CRD# 6404954) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capital Advantage, Inc. Lafayette, CA Jun 2021 - Current 2
Consilium Wealth Management San Ramon, CA Apr 2018 - May 2021 3
Allianz Global Investors San Francisco, CA Jul 2004 - Mar 2018 13

Brian Wang has no recent exams reported.
Contact Info for Brian A. Wang
Phone Number: 925-299-1500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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