Ryan WongCRD Number: 6103484
Current Firm: 1st Global Advisors Inc.
Ryan Wong (CRD# 6103484) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Rosemead, CA and has over 4 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Thong, Yu, Wong & Lee, LLP||Rosemead, CA||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV