Cheuk Wong (CRD# 6865544) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mountain View, CA and has over 6 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 888 International LLC | Alameda, CA | Jan 2018 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Mountain View, CA | Oct 2017 - Current | 6 |
| World Financial Group, Inc. | Mountain View, CA | Jun 2015 - Current | 8 |
| American Emperor LLC | Oakland, CA | Jan 2011 - Current | 13 |
| Caltrans | Oakland, CA | May 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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