Danny FongCRD Number: 4480116
Current Firm: Principal Securities, Inc.
Danny Fong (CRD# 4480116) is an Investment Advisor Representative working at Principal Securities, Inc. in Sacramento, CA and has over 16 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Principal Life Insurance Company||Sacramento, CA||Dec 2015 - Current||2|
|Dlf Financial & Insurance Services||Sacramento, CA||Dec 2010 - Current||7|
|Princor Financial Services Corporation||Sacramento, CA||Nov 2001 - Current||16|
|Avaunt Financial And Insurance Services||Sacramento, CA||Jul 2009 - Sep 2009||< 1|
|Avant Ltd||Sacramento, CA||Dec 2000 - Sep 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY