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Byron Kum Wah Leong

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
177 clients
Average Client Portfolio
$358K average
Assets Under Management
$63.4M

Fee Structure

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Location

Honolulu, HI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Byron provides systems integration services to the Department of Defense, dedicating full-time hours to this role. He is also a trustee for two revocable living trusts, invests in real estate partnerships and other securities, and is a producer for multiple life insurance companies.

Employment History
Current Registrations
World Capital Brokerage, INC.Broker
February 2015 - Present · 11 yrs
Investment Research CORP
February 2015 - Present · 11 yrs
World Capital Brokerage, INC.
February 2015 - Present · 11 yrs
Previous Registrations
Lincoln Investment Planning, INC
January 2009 - December 2014 · 5 yrs 11 mos
Lincoln InvestmentBroker
January 2009 - December 2014 · 5 yrs 11 mos
Shelgren Financial Group, INC.
March 2005 - July 2009 · 4 yrs 4 mos
Great American Advisors, INC.Broker
February 2005 - December 2008 · 3 yrs 10 mos
Pmg Asset Management INC
May 2004 - March 2005 · 10 mos
Pmg Securities CorporationBroker
August 2000 - February 2005 · 4 yrs 6 mos
Investors Brokerage Services, INC.Broker
February 1995 - August 2000 · 5 yrs 6 mos
American Growth Fund Sponsors, INC.Broker
May 1993 - February 1995 · 1 yr 9 mos
State Registrations3 states
CAHITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Byron Kum Wah Leong - Financial Advisor | TrueAdvisor