Raymond WongCRD Number: 3099850
Current Firm: Investment Advisory Services, Inc.
Raymond Wong (CRD# 3099850) is an Investment Advisor Representative working at Investment Advisory Services, Inc. in The Woodlands, TX and has over 18 years of experience in the finance industry.
Linscomb & Williams
Raymond James Financial Services Advisors, Inc.
Waterway Wealth Management, LLC
|Investment Advisory Services, Inc.||The Woodlands, TX||Sep 2015 - Current||1|
|Patriot Wealth Management, Inc.||Houston, TX||Aug 2014 - Current||2|
|Avalon Advisors, LP||Houston, TX||May 2001 - Aug 2014||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
Total Assets Under Management235MILLIONS
Total Number of Accounts492ACCOUNTS
Average Account Value$478,097
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
LA, OK, TX