Nathan WongCRD Number: 4624071
Current Firm: On Investment Management Co
Nathan Wong (CRD# 4624071) is an Investment Advisor Representative working at On Investment Management Co in Sandy, UT and has over 13 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|The O.n. Equity Sales Company||Cincinnati, OH||Sep 2011 - Current||5|
|Ohio National Financial Services||Cincinnati, OH||May 2010 - Current||6|
|Questar Asset Management||Minneapolis, MN||Aug 2007 - Oct 2011||4|
|Questar Capital Corp.||Minneapolis, MN||Jul 2007 - Oct 2011||4|
|American United Life||Indianapolis, IN||Feb 2004 - Aug 2009||5|
|One America Securities, Inc.||Salt Lake City, UT||Mar 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV