Sophia Feng, financial advisor Walnut Creek CA
90 score

Sophia Feng

CRD Number: 5424996
Current Firm: Destination Wealth Management

Sophia Feng (CRD# 5424996) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Destination Wealth Management Walnut Creek, CA Dec 2010 - Current 6
Bellatore Inc. San Jose, CA Jul 2010 - Sep 2010 < 1
None Fort Collins, CO Sep 2009 - Jul 2010 < 1
A I M Distributors, Inc. Houston, TX Sep 2007 - Sep 2009 2
Burns Marketing Communications Fort Collins, CO Aug 2005 - Aug 2007 2
Colorado State University Fort Collins, CO Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Sophia I. Feng
Phone Number: 925-935-2900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,538
    MILLIONS
  • Total Number of Accounts
    3,710
    ACCOUNTS
  • Average Account Value
    $414,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, HI, ID, MA, NC, NE, NV, NY, OR, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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