Ted Ong, financial advisor Vista CA
93 score

Ted Ong

CRD Number: 1185460
Current Firm: Prudent Investors Network, Inc.

Ted Ong (CRD# 1185460) is an Investment Advisor Representative working at Prudent Investors Network, Inc. in Vista, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Ceros Financial Services, Inc. South Boston, MA Aug 2009 - Current 7
Prudent Investors Network, Inc. Vista, CA Sep 2003 - Current 13
Rydex Distributors, Inc. Rockville, MD Apr 2003 - Aug 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Ted H. Ong
Phone Number: 760-597-9255
Registered State(s):
  • AZ
  • 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
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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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