Sammy Sung (CRD# 2482869) is an Investment Advisor Representative working at Ale LLC in Pleasant Hill, CA and has over 29 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 |
|---|---|---|---|
| Ale LLC | Foster City, CA | Nov 2015 - Current | 8 |
| Chelsea Financial Services | Staten Island, NY | Oct 2015 - Current | 8 |
| Exit Realty Team | Flushing, NY | May 2015 - Current | 8 |
| Exit Excel Realty | Millbrae, CA | Feb 2014 - Current | 10 |
| 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 |
- CA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$575,719
- 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
CA
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