Anthony Kong is a registered investment advisor, based in Phoenix, AZ, with 24 years of industry experience.
Location
5300 N Central Avenue, Suite 110, Phoenix, AZ, 85012
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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
Anthony is involved in several business activities, including personal investments in limited partnerships and hard money loans, charitable fundraising, and rental properties. He also dedicates about a quarter of his time to financial services through PK Financial Strategies, LLC, and sells equity indexed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Pk Financial Strategies, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations41 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.