Wedbush Securities Inc
About this Advisor
David Wong is a financial advisor operating in Foster City, California, who has 13 years of professional experience. Wong currently works for Wedbush Securities Inc. They have spent their complete employment at Wedbush Securities Inc. Wong maintains a Series 63 license, designating them as a securities representative, and is able to operate in California. Wedbush Securities Inc is a registered investment firm that has its headquarters in Foster City, California. The firm has offices in 58 locations and a total of 900 advisors. It administers $4 billion in assets under management between its 7,460 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 18 charitable organizations. Of its 7,460 customer accounts, 17% are associated with high-net-worth individuals who have at least $1 million in investable assets. Wedbush Securities Inc provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely are based on the type of financial services. However, fees billed by Wedbush Securities Inc can consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wedbush Securities Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Wong Work History
David has 13 years of experience.
Wedbush Morgan Securities
David Wong has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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