Tanya Tong (CRD# 7839980) is an Investment Advisor Representative working at Legacy Investment Services, LLC in Rancho Cucamonga, CA and has 1 year of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Investment Services, LLC | Rancho Cucamonga, CA | Dec 2023 - Current | < 1 |
| Legacy Financial And Insurance Services LLC | Rancho Cucamonga, CA | Jun 2021 - Current | 2 |
| Dewey, Mcdonald & Carillo Inc. | Upland, CA | Feb 2021 - Apr 2021 | < 1 |
| First Class Millennial | Irvine, CA | Oct 2020 - Nov 2020 | < 1 |
| Unemployed | Corona, CA | Jun 2020 - Oct 2020 | < 1 |
| Seat, University Of California- Riverside | Riverside, CA | Jul 2019 - Jun 2020 | < 1 |
| Full-time Student | Corona, CA | Aug 2013 - Jun 2020 | 6 |
| Lol Kids Club | Ontario, CA | Jul 2017 - Dec 2018 | 1 |
| Seascape Kids Fun | Anaheim, CA | Aug 2016 - Jul 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX
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