Victor Wong (CRD# 7123892) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.
CRD# 5779397
Madison Avenue Securities, LLC
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4793512
U.s. Bancorp Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Los Angeles, CA | Nov 2018 - Current | 5 |
| Chase Bank | West Covina, CA | Mar 2015 - Oct 2018 | 3 |
| Paris Baguette | West Covina, CA | Nov 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- CA
-
Total Assets Under Management1,490MILLIONS
-
Total Number of Accounts2,126ACCOUNTS
-
Average Account Value$700,934
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TX, WA
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