Robert Tong, financial advisor Walnut Creek CA
93 score

Robert Tong

CRD Number: 1062921
Current Firm: Northwestern Mutual Investment Services,llc

Robert Tong (CRD# 1062921) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Walnut Creek, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2014 - Current 2
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jul 1986 - Current 30
Nml Equity Services Inc. Milwaukee, WI Mar 1986 - Current 30
Northwestern Mutual Life Milwaukee, WI Jan 1986 - Current 30
Schlum Company Dba Double Rainbow San Francisco, CA Jan 1983 - Current 33
Shell Coffee Bar Ltd. San Francisco, CA May 1980 - Current 36
Northwestern Mutual Investment Services, LLC Walnut Creek, CA Oct 2007 - Mar 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Robert G. Tong
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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