Natalie Fong (CRD# 3210662) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dublin, CA and has over 24 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus | Dresher, PA | May 2023 - Current | < 1 |
| Newport Group, Inc. | Dresher, PA | Mar 2017 - Current | 7 |
| Pai | Depere, WI | Mar 2017 - Current | 7 |
| Newport Group Consulting, LLC | Lake Mary, FL | Mar 2017 - May 2023 | 6 |
| Interserv, LLC | Mobile, AL | Mar 2014 - Mar 2017 | 3 |
| Verisight Group | Walnut Creek, CA | Nov 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 1999 |
- MA
-
Total Assets Under Management9,878MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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