Victor Wong, financial advisor Los Angeles CA

Victor Wong

CRD 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 4 years of experience in the finance industry.

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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
Job Search Rosmead, CA Feb 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Victor Wong
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,490
    MILLIONS
  • Total Number of Accounts
    2,126
    ACCOUNTS
  • Average Account Value
    $700,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TX, WA

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