Danny Cung (CRD# 4854055) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 17 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Christopher Weil & Company, Inc. | San Diego, CA | Sep 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- CA
-
Total Assets Under Management782MILLIONS
-
Total Number of Accounts1,478ACCOUNTS
-
Average Account Value$529,079
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, HI, ID, LA, MA, NV, NY, OH, OR, PA, TX, UT, VA, WA
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