Everest Wong, financial advisor San Francisco CA
86 score

Everest Wong

CRD Number: 3166711
Current Firm: Tactivest, LLC

Everest Wong (CRD# 3166711) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has over 19 years of experience in the finance industry. Everest Wong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Comprehensive Asset Management (camas) San Francisco, CA Jan 2015 - Current 3
Tactivest San Francisco, CA Sep 2014 - Current 3
Lpl Financial, LLC San Fransisco, CA Nov 2005 - Jan 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Everest K. Wong
Phone Number: 415-752-7311
Registered State(s):
  • CA
  • NV
Current Firm Details
Tactivest, LLC
Firm's CRD Number: 173309
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $103,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NV

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BADGES
86

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