Joseph Mah, financial advisor San Mateo CA
89 score

Joseph Mah

CRD Number: 6301786
Current Firm: Dragon Financial Group

Joseph Mah (CRD# 6301786) is an Investment Advisor Representative working at Dragon Financial Group in San Mateo, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Dragon Financial Group San Mateo, CA Feb 2014 - Current 3
Student San Francisco, CA Aug 2013 - Jan 2014 < 1
Bright Futures International Training & Services Bangkok, May 2011 - Jul 2013 2
Chulalongkorn University Bangkok, Mar 2010 - Apr 2011 1
Wells Fargo Bank San Francisco, CA Jul 2007 - Feb 2010 2
Sabbatical Bangkok, Jan 2007 - Jun 2007 < 1
Mbs San Francisco, CA Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Joseph C. Mah
Phone Number: 650-571-8888
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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