Chung Wong
Chung Wong is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hobe Sound, FL, with 33 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
11450 SE Dixie Highway, Hobe Sound, FL, 33455
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 1999Customer Dispute
July 1998Other Business Activities
Chung owns rental real estate property since September 2024, dedicating minimal time to it. He is also the President of Alton Wealth Management, Inc., a support company, and the CEO of The Worth Avenue Group of Palm Beach, Inc., an accounting/CPA firm, spending a few hours per week on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Morgan Stanley
Morgan Stanley Dw INC.Broker
Raymond James & Associates, INC.Broker
Olde Discount CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.