Louis
Chong

Wells Fargo Advisors Financial Network, LLC

CRD#2477431
Investment Advisor
in Boston, MA
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About this Advisor

Louis Chong is a certified financial planner in Boston, Massachusetts. Currently a registered investment advisor with Wells Fargo Advisors Financial Network, LLC, they have accumulated 11 years of experience in the financial advisory industry. Chong has a Series 63 license, certifying the advisor as a securities representative. Chong can work with clients based out of New Hampshire. Throughout their career, Chong has worked at Hartford Equity Sales Co., Inc, Wedgwood Wealth Counsel LLC, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc and Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is headquartered in Boston, Massachusetts, and has 729 additional locations in the country. In total, Wells Fargo Advisors Financial Network, LLC manages $49 billion in assets throughout 149,098 accounts and retains more than 1,997 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 106,411 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Advisors Financial Network, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

265 Franklin St 4Th Fl
Boston, MA 02110

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

MA Average: $11,469,110,461
Total Number of Employees

1,978

MA Average: 458
Total Number of Accounts

154,383

MA Average: 33,415
Average Account Size

$307,810

MA Average: $343,232

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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
  • Other

Louis Chong Work History

Louis has 11 years of experience.

2015 - Present (4 years)

Wells Fargo Advisors Financial Network, LLC

2014 - 2015 (1 year)

Cambridge Investment Research Inc

2014 - 2015 (1 year)

Cambridge Investment Research Advisors Inc

2013 - 2014 (1 year)

Wedgwood Wealth Counsel LLC

2007 - 2013 (6 years)

Hartford Equity Sales Co., Inc

Disclosures

Louis Chong has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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