Sammy SungCRD Number: 2482869
Current Firm: Ale LLC
Sammy Sung (CRD# 2482869) is an Investment Advisor Representative working at Ale LLC in Pleasant Hill, CA and has over 28 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Ale LLC||Foster City, CA||Nov 2015 - Current||6|
|Chelsea Financial Services||Staten Island, NY||Oct 2015 - Current||6|
|Exit Realty Team||Flushing, NY||May 2015 - Current||7|
|Exit Excel Realty||Millbrae, CA||Feb 2014 - Current||8|
|Poplar Global Wealth Management LLC||San Bruno, CA||Oct 2012 - Nov 2015||3|
|Mutual Securities, Inc.||Camarillo, CA||Oct 2012 - Apr 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Total Assets Under Management10MILLIONS
Total Number of Accounts14ACCOUNTS
Average Account Value$698,187
- 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
- Pension consulting services
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