Kingston Wong (CRD# 2960249) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 26 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Advisors Inc. | Rancho Palos Verdes, CA | Dec 2019 - Current | 4 |
| Stonex Securities Inc. | Rancho Palos Verdes, CA | Dec 2019 - Current | 4 |
| Palos Verdes Library District | Rolling Hills Estates, CA | Nov 2014 - Current | 9 |
| Self-employed - Life Insurance | Palos Verdes, CA | Dec 1997 - Current | 26 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | Oct 2018 - Dec 2019 | 1 |
| Foresters Equity Services, Inc. | San Diego, CA | Dec 2015 - Oct 2018 | 2 |
| Spc | Ann Arbor, MI | Sep 2013 - Oct 2015 | 2 |
| Parkland Securities, LLC | Ann Arbor, MI | Sep 2013 - Oct 2015 | 2 |
| Sammons Securities Company, Llc - See Parkland | Ann Arbor, MI | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
- CA
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Total Assets Under Management3,316MILLIONS
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Total Number of Accounts14,019ACCOUNTS
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Average Account Value$236,519
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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