Wayne WangCRD Number: 7117067
Current Firm: Fisher Investments
Wayne Wang (CRD# 7117067) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 3 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Fisher Investments||San Mateo, CA||Jun 2013 - Current||9|
|University Of California, Berkeley||Berkeley, CA||Aug 2008 - May 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management208,905MILLIONS
Total Number of Accounts217,207ACCOUNTS
Average Account Value$961,779
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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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