Alan Luong (CRD# 6761081) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 3 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 |
---|---|---|---|
Wealthfront Brokerage LLC | Palo Alto, CA | Sep 2023 - Current | < 1 |
Unemployed | Arcadia, CA | Feb 2023 - Aug 2023 | < 1 |
Secfi Securities, LLC | San Francisco, CA | Dec 2020 - Jan 2023 | 2 |
Rbc Capital Markets, LLC | San Francisco, CA | Jul 2019 - Nov 2020 | 1 |
University Of California, Los Angeles | Los Angeles, CA | Aug 2018 - Jul 2019 | < 1 |
Rbc Capital Markets, LLC | San Francisco, CA | Jun 2018 - Aug 2018 | < 1 |
University Of California, Los Angeles | Los Angeles, CA | Sep 2017 - Jun 2018 | < 1 |
Cisco | San Jose, CA | Jun 2017 - Sep 2017 | < 1 |
Harbor Ridge Capital | Los Angeles, CA | Feb 2017 - Jun 2017 | < 1 |
University Of California, Los Angeles | Los Angeles, CA | Sep 2016 - Feb 2017 | < 1 |
Ameriprise Financial | Arcadia, CA | Jun 2016 - Sep 2016 | < 1 |
Ucla Dashew Center | Los Angeles, CA | Jan 2016 - Sep 2016 | < 1 |
University Of California, Los Angeles | Los Angeles, CA | Sep 2015 - Jan 2016 | < 1 |
Allen Independent School District | Allen, TX | Jul 2009 - Sep 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2021 |
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
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Total Assets Under Management26,393MILLIONS
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Total Number of Accounts478,733ACCOUNTS
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Average Account Value$55,130
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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