Kok Wong
Kok Wong is a registered investment advisor at Cetera Investment Advisers LLC, based in Lilburn, GA, with 31 years of industry experience. Kok operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lilburn, GA
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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 →Other Business ActivitiesSells Insurance
Kok is a CPA consultant and 100% owner of David Wong CPA, dedicating a few hours per week. He also sells land, commercial, and residential properties through Virtual Properties Realty, spending minimal time on this. Additionally, Kok is an insurance agent selling various fixed insurance products, including life, health, Medicare, disability, annuities, and long-term care, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Proequities, INC.Broker
Advantage Capital CorporationBroker
State Registrations9 states
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