Lok Kei Kelvin WongCRD Number: 6100689
Current Firm: Scottrade Investment Management
Lok Kei Kelvin Wong (CRD# 6100689) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Scottrade, Inc.||Newport Beach, CA||Jan 2016 - Current||1|
|Bancwest Investment Services.||Rosemead, CA||Sep 2015 - Jan 2016||< 1|
|Bank Of The West||Rosemead, CA||Sep 2015 - Jan 2016||< 1|
|Cetera Investment Advisers LLC||Rosemead, CA||Jan 2014 - Sep 2015||1|
|East West Bank||Rosemead, CA||Aug 2013 - Sep 2015||2|
|Cetera Investment Services||St Cloud, MN||Aug 2013 - Sep 2015||2|
|J.p. Morgan Securities LLC||Monterey Park, CA||Oct 2012 - Aug 2013||< 1|
|Jpmorgan Chase Bank||Monterey Park, CA||Mar 2011 - Aug 2013||2|
|Chase Investment Services Corp||Monterey Park, CA||Jul 2012 - Oct 2012||< 1|
|Bank Of America||Pasadena, CA||Mar 2011 - Mar 2011||< 1|
|Unemployed||Rowland Heights, CA||Jan 2011 - Feb 2011||< 1|
|Scotiabank||Scarborough, Ontario,||May 2009 - Dec 2010||1|
|Crocodile Rock||Mississauga, Ontario,||Feb 2009 - Jul 2010||1|
|Mask Management||Ottawa, Ontario,||Jan 2009 - Feb 2009||< 1|
|Unemployed||Vanier, Ontario,||Dec 2008 - Dec 2008||< 1|
|Investors Group||Gatineau, Quebec,||Aug 2008 - Nov 2008||< 1|
|Carleton University Library||Ottawa, Ontario,||Feb 2004 - Aug 2008||4|
|Credico Marketing Inc.||Ottawa, Ontario,||May 2008 - Jun 2008||< 1|
|Carleton University||Ottawa, Ontario,||Sep 2003 - Apr 2008||4|
|Mask Management||Ottawa, Ontario,||Jun 2007 - Aug 2007||< 1|
|Action Personnel||Ottawa, Ontario,||May 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management584MILLIONS
Total Number of Accounts6,294ACCOUNTS
Average Account Value$92,817
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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
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