Somboon Wongvitavas
Somboon Wongvitavas is a registered investment advisor at Integrity Investment Portfolios LLC, based in Cerritos, CA, with 31 years of industry experience. Somboon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.15% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
11662 Jerry St, Cerritos, CA, 90703
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Integrity Investment Portfolios LLC
Integrity Brokerage, LLCBroker
Integrity Brokerage, LLC
Previous Registrations
Finance 500, INC.Broker
Vantage InvestmentsBroker
Finance 500, INC.Broker
Camden Financial ServicesBroker
Finance 500, INC.Broker
Baraban Securities, INC.Broker
State Registrations2 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.
Exams
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