Henry Wong (CRD# 6242344) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Naperville, IL and has over 7 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Juncture Wealth Strategies | Naperville, IL | Aug 2021 - Current | 2 |
| Juncture Wealth Strategies | Naperville, IL | Aug 2021 - Current | 2 |
| Juncture 401k | Naperville, IL | Dec 2020 - Current | 3 |
| Juncture Retirement Plan Services | Naperville, IL | Dec 2020 - Current | 3 |
| Henry Wong | Naperville, IL | Oct 2020 - Current | 3 |
| Disruptive Money Management With Henry Wong | Naperville, IL | Jun 2020 - Current | 3 |
| Friendly 401k | Naperville, IL | Jan 2019 - Oct 2023 | 4 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Oct 2020 - Aug 2021 | < 1 |
| Juncture Wealth Advisors | Scottsdale, AZ | Oct 2020 - Aug 2021 | < 1 |
| Juncture Wealth Advisors | Oro Valley, AZ | Oct 2020 - Aug 2021 | < 1 |
| Centaurus Financial, Inc. | Anaheim, CA | Jan 2014 - Oct 2020 | 6 |
| Catalina Investments | Tucson, AZ | Sep 2013 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- IL
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Total Assets Under Management333MILLIONS
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Total Number of Accounts769ACCOUNTS
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Average Account Value$432,812
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, KY, OH, OR, TX
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