Victor WongCRD Number: 7123892
Current Firm: City National Securities, Inc.
Victor Wong (CRD# 7123892) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 2 years of experience in the finance industry.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|City National Bank||Los Angeles, CA||Nov 2018 - Current||4|
|Chase Bank||West Covina, CA||Mar 2015 - Oct 2018||3|
|Paris Baguette||West Covina, CA||Nov 2014 - Jan 2015||< 1|
|Job Search||Rosmead, CA||Feb 2013 - Oct 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management1,513MILLIONS
Total Number of Accounts2,278ACCOUNTS
Average Account Value$664,301
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TN, TX, WA
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