Chuanqi Wang (CRD# 4537661) is an Investment Advisor Representative working at Royal Fund Management, LLC in Rockford, IL and has over 9 years of experience in the finance industry.
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
CRD# 2168057
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Fund Management, Llc Dba Rick Wang Financial, LLC | The Villages, FL | Aug 2016 - Current | 7 |
| Rick Wang, Sole Proprietor | Roscoe, IL | Jul 2001 - Current | 22 |
| Rick Wang Financial, LLC | Rockford, IL | Apr 2015 - Oct 2016 | 1 |
| Country Capital Management Company | Rockford, IL | Nov 2014 - Apr 2015 | < 1 |
| Monarch Solutions | Rockford, IL | Apr 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Oct 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
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