Tyler WongCRD Number: 7051400
Current Firm: Securities America Advisors, Inc.
Tyler Wong (CRD# 7051400) is an Investment Advisor Representative working at Securities America Advisors, Inc. in West Covina, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wedbush Securities Inc.
|Securities America, Inc.||West Covina, CA||Jan 2023 - Current||< 1|
|Securities America Advisors||West Covina, CA||Jan 2023 - Current||< 1|
|Jpmorgan Securities LLC||Long Beach, CA||May 2019 - Dec 2022||3|
|Jpmorgan Chase Bank, N.a.||Long Beach, CA||May 2019 - Dec 2022||3|
|Securities America Inc.||West Covina, CA||Dec 2018 - May 2019||< 1|
|Fox Sports||Los Angeles, CA||Jul 2013 - Nov 2018||5|
|Espn||Bristol, CT||Nov 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, WY
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