Calvin FongCRD Number: 6291238
Current Firm: Credit Suisse Securities (usa) LLC
Calvin Fong (CRD# 6291238) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Morgan Stanley||San Francisco, CA||Jan 2016 - Current||< 1|
|The Music Tailors||Alameda, CA||Jul 2013 - Current||3|
|Credit Suisse Securities (usa) LLC||San Francisco, CA||Jan 2013 - Jan 2016||3|
|Oly Studio||Berkeley, CA||Apr 2012 - Jan 2014||1|
|University Of California, Berkeley||Berkeley, CA||Aug 2009 - May 2013||3|
|Tri Commercial Real Estate Services, Inc.||San Francisco, CA||Jun 2011 - Aug 2011||< 1|
|Hamptom Inn & Suites||Alameda, CA||May 2010 - Aug 2010||< 1|
|Alameda High School||Alameda, CA||Aug 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management135MILLIONS
Total Number of Accounts101ACCOUNTS
Average Account Value$1,339,644
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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