Carl FongCRD Number: 1297606
Current Firm: Valic Financial Advisors, Inc.
Carl Fong (CRD# 1297606) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Roseville, CA and has over 19 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Valic Investment Services Company||San Mateo, CA||Oct 1997 - Current||19|
|The Variable Annuity Marketing Company||San Mateo, CA||Aug 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1997|
|S65||NASAA Investment Advisors Law Examination||Apr 2004|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, VT, WA, WI, WV