Astrid UsongCRD Number: 5327372
Current Firm: Financial Engines Advisors LLC
Astrid Usong (CRD# 5327372) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Sunnyvale, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Financial Engines||Palo Alto, CA||Aug 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management113,424MILLIONS
Total Number of Accounts932,089ACCOUNTS
Average Account Value$121,688
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, VI, VT, WA, WI, WV