Vernon Wong
Vernon Wong is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
999 Bishop Street, Floor 2, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vernon is a Board Regent for Chaminade University, an associate/employee of First Hawaiian Advisors and First Hawaiian Bank, and the Treasurer and Director for the Jean Charlot Foundation. These activities take up about 10-20% of Vernon's time at First Hawaiian Advisors and about a quarter of his time at First Hawaiian Bank, with minimal time spent at the other organizations.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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