Raymond ZongCRD Number: 2989049
Current Firm: Npa Asset Management, LLC
Raymond Zong (CRD# 2989049) is an Investment Advisor Representative working at Npa Asset Management, LLC in Paramus, NJ and has over 18 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Kovack Securities, Inc.||Ft. Lauderdale, FL||Nov 2012 - Jun 2015||2|
|Kovack Advisors, Inc.||Ft. Lauderdale, FL||Nov 2012 - Jun 2015||2|
|Lpl Financial||Lansdale, PA||May 2012 - Nov 2012||< 1|
|Private Advisor Group, LLC||Lansdale, PA||May 2012 - Oct 2012||< 1|
|Bank Of America, Na||Philadelphia, PA||Dec 2009 - May 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith||Philadelphia, PA||Aug 2006 - Dec 2009||3|
|Ubs Financial Services Inc.||Philadelphia, PA||Dec 2002 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2001|
Total Assets Under Management304MILLIONS
Total Number of Accounts1,297ACCOUNTS
Average Account Value$234,226
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CT, GA, IL, KS, NJ, NY, PA, PR, RI, TN, TX
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