Chui-wa Leung (CRD# 4916257) is an Investment Advisor Representative working at Center Pillar Wealth Management LLC in Newark, CA and has over 19 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Center Pillar Wealth Management | Newark, CA | May 2015 - Current | 8 |
| Voya Financial Advisors | San Leandro, CA | Sep 2014 - May 2021 | 6 |
| Ing Financial Partners | San Leandro, CA | Mar 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- CA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts159ACCOUNTS
-
Average Account Value$207,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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