Timothy Wong, financial advisor West Covina CA
93 score

Timothy Wong

CRD Number: 1030436
Current Firm: Securities America Advisors, Inc.

Timothy Wong (CRD# 1030436) is an Investment Advisor Representative working at Securities America Advisors, Inc. in West Covina, CA and has over 32 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor West Covina CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Leighann Miko, financial advisor West Covina CA
Leighann Miko
CRD# 6093393
Cg Financial Services
Score
106
Similar Advisors
Brandon Averill, financial advisor West Covina CA
Brandon L. Averill
CRD# 5781614
Penniall & Associates
Score
103
Company Name Location Dates Years
Securities America, Inc. West Covina, CA Jan 2009 - Current 7
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Current 7
Timothy D. Wong, A Professional Law Corp West Covina, CA Jan 1994 - Current 22
Brecek & Young Advisors, Inc. Folsom, CA Apr 1999 - Jan 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Timothy D. Wong
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Timothy Wong and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.