Byron Leong (CRD# 2323078) is an Investment Advisor Representative working at Investment Research Corp in Honolulu, HI and has over 30 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Capital Brokerage, Inc. | Denver, CO | Feb 2015 - Current | 9 |
| Investment Research Corp | Denver, CO | Feb 2015 - Current | 9 |
| The Mitre Corp | Pearl Harbor, HI | Apr 1986 - May 2023 | 37 |
| Lincoln Investment Planning, Inc. | Renton, WA | Jan 2009 - Dec 2014 | 5 |
| Shelgren Financial Group, Inc. | Renton, WA | Mar 2005 - Dec 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- HI
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$346,813
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV
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