Chun Dok Wong, financial advisor Milpitas CA

Chun Dok Wong

CRD Number: 4211694
Current Firm: Ni Advisors

Chun Dok Wong (CRD# 4211694) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ni Advisors Emeryville, CA Apr 2010 - Current 13
Life Time Financial San Jose, CA Aug 2005 - Dec 2021 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Chun Dok C. Wong
Phone Number: 510-306-7777
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $60,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, MA, NJ, RI, TX

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