Raymond Wong, financial advisor The Woodlands TX
93 score

Raymond Wong

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Raymond D. Wong
Phone Number: 281-364-0606
Firm Website: http://www.iastexas.com
Registered State(s):
  • TX
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)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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